Mirabella Financial Services’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-964
| Closed | -$246K | – | 341 |
|
|
2024
Q2 | $246K | Sell |
964
-1,679
| -64% | -$428K | 0.02% | 354 |
|
|
2024
Q1 | $745K | Buy |
+2,643
| New | +$745K | 0.05% | 231 |
|
|
2023
Q4 | – | Sell |
-4,203
| Closed | -$1.11M | – | 523 |
|
|
2023
Q3 | $1.11M | Buy |
4,203
+607
| +17% | +$160K | 0.15% | 137 |
|
|
2023
Q2 | $1.07M | Buy |
+3,596
| New | +$1.07M | 0.12% | 190 |
|
|
2023
Q1 | – | Sell |
-2,090
| Closed | -$551K | – | 516 |
|
|
2022
Q4 | $551K | Buy |
2,090
+529
| +34% | +$139K | 0.05% | 193 |
|
|
2022
Q3 | $366K | Buy |
+1,561
| New | +$366K | 0.04% | 194 |
|
|
2021
Q4 | – | Sell |
-973
| Closed | -$235K | – | 531 |
|
|
2021
Q3 | $235K | Buy |
+973
| New | +$235K | 0.03% | 375 |
|
|
2020
Q3 | – | Sell |
-2,480
| Closed | -$457K | – | 402 |
|
|
2020
Q2 | $457K | Buy |
+2,480
| New | +$457K | 0.11% | 90 |
|