Peak Financial Advisors’s McDonald's MCD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-7,067	Closed	-$2.11M	–	65
2023 Q2	$2.11M	Buy	7,067 +332	+5%	+$99.1K	1.66%	21
2023 Q1	$1.88M	Buy	6,735 +2,554	+61%	+$714K	1.59%	21
2022 Q4	$1.1M	Buy	+4,181	New	+$1.1M	1%	33