NWS
Newport Wealth Strategies’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,130
| Closed | -$229K | – | 99 |
|
|
2019
Q4 | $229K | Buy |
+1,130
| New | +$229K | 0.17% | 89 |
|
|
2018
Q2 | – | Sell |
-1,466
| Closed | -$229K | – | 91 |
|
|
2018
Q1 | $229K | Buy |
1,466
+3
| +0.2% | +$469 | 0.18% | 84 |
|
|
2017
Q4 | $250K | Buy |
+1,463
| New | +$250K | 0.18% | 91 |
|