Permanens Capital’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 |
-292
| Closed | -$67K | – | 82 |
|
2021
Q2 | $67K | Sell |
292
-27,416
| -99% | -$6.29M | 0.01% | 60 |
|
2021
Q1 | $6.21M | Buy |
27,708
+4,724
| +21% | +$1.06M | 1.28% | 18 |
|
2020
Q4 | $4.93M | Buy |
22,984
+21,492
| +1,440% | +$4.61M | 1.04% | 24 |
|
2020
Q3 | $327K | Buy |
1,492
+550
| +58% | +$121K | 0.11% | 33 |
|
2020
Q2 | $174K | Buy |
+942
| New | +$174K | 0.07% | 38 |
|