OAM
Optimal Asset Management’s McDonald's MCD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $3.63M | Buy |
15,062
+23
| +0.2% | +$5.55K | 0.45% | 74 |
|
2021
Q2 | $3.47M | Buy |
15,039
+1
| +0% | +$231 | 0.41% | 83 |
|
2021
Q1 | $3.37M | Buy |
15,038
+1,500
| +11% | +$336K | 0.44% | 72 |
|
2020
Q4 | $2.91M | Sell |
13,538
-4
| -0% | -$858 | 0.41% | 71 |
|
2020
Q3 | $2.97M | Buy |
13,542
+879
| +7% | +$193K | 0.43% | 68 |
|
2020
Q2 | $2.34M | Sell |
12,663
-12,800
| -50% | -$2.36M | 0.38% | 88 |
|
2020
Q1 | $4.21K | Buy |
25,463
+11,812
| +87% | +$1.95K | 0.39% | 79 |
|
2019
Q4 | $2.7M | Buy |
+13,651
| New | +$2.7M | 0.41% | 74 |
|