Milestone Advisory Partners’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $211K | Hold |
800
| – | – | 0.18% | 68 |
|
|
2023
Q2 | $239K | Hold |
800
| – | – | 0.22% | 61 |
|
|
2023
Q1 | $224K | Hold |
800
| – | – | 0.21% | 63 |
|
|
2022
Q4 | $211K | Buy |
+800
| New | +$211K | 0.16% | 69 |
|
|
2022
Q3 | – | Sell |
-800
| Closed | -$202K | – | 72 |
|
|
2022
Q2 | $202K | Buy |
+800
| New | +$202K | 0.16% | 71 |
|