New Potomac Partners’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 | $82.8K | Buy |
+272
| New | +$82.8K | 0.04% | 107 |
|
|
2019
Q1 | – | Sell |
-325
| Closed | -$58K | – | 147 |
|
|
2018
Q4 | $58K | Hold |
325
| – | – | 0.06% | 97 |
|
|
2018
Q3 | $54K | Hold |
325
| – | – | 0.05% | 100 |
|
|
2018
Q2 | $51K | Hold |
325
| – | – | 0.05% | 101 |
|
|
2018
Q1 | $51K | Sell |
325
-750
| -70% | -$118K | 0.05% | 98 |
|
|
2017
Q4 | $185K | Buy |
+1,075
| New | +$185K | 0.18% | 64 |
|