Parisi Gray Wealth Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-356
| Closed | -$82K | – | 362 |
|
|
2021
Q2 | $82K | Buy |
+356
| New | +$82K | 0.03% | 238 |
|
|
2019
Q2 | – | Sell |
-354
| Closed | -$67K | – | 303 |
|
|
2019
Q1 | $67K | Buy |
354
+20
| +6% | +$3.79K | 0.04% | 179 |
|
|
2018
Q4 | $59K | Hold |
334
| – | – | 0.04% | 185 |
|
|
2018
Q3 | $56K | Sell |
334
-93
| -22% | -$15.6K | 0.03% | 208 |
|
|
2018
Q2 | $68K | Sell |
427
-5
| -1% | -$796 | 0.05% | 187 |
|
|
2018
Q1 | $69K | Buy |
432
+5
| +1% | +$799 | 0.05% | 175 |
|
|
2017
Q4 | $74K | Buy |
+427
| New | +$74K | 0.06% | 168 |
|