Navalign LLC’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
-1,035
Closed -$273K 143
2023
Q3
$273K Buy
1,035
+288
+39% +$75.8K 0.1% 121
2023
Q2
$223K Sell
747
-97
-11% -$28.9K 0.09% 106
2023
Q1
$236K Sell
844
-27
-3% -$7.55K 0.1% 106
2022
Q4
$230K Sell
871
-53
-6% -$14K 0.09% 119
2022
Q3
$213K Sell
924
-81
-8% -$18.7K 0.1% 117
2022
Q2
$248K Sell
1,005
-61
-6% -$15.1K 0.11% 114
2022
Q1
$263K Sell
1,066
-43
-4% -$10.6K 0.11% 111
2021
Q4
$297K Sell
1,109
-175
-14% -$46.9K 0.12% 109
2021
Q3
$310K Sell
1,284
-23
-2% -$5.55K 0.13% 105
2021
Q2
$302K Sell
1,307
-333
-20% -$76.9K 0.13% 107
2021
Q1
$368K Buy
+1,640
New +$368K 0.16% 100