Milestone Investment Advisors’s McDonald's MCD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,866
Closed -$492K 306
2023
Q3
$492K Buy
+1,866
New +$492K 0.14% 63
2023
Q2
Sell
-1,866
Closed -$522K 299
2023
Q1
$522K Buy
+1,866
New +$522K 0.16% 54