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 |
|