Personal Wealth Partners’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 |
-386
| Closed | -$89K | – | 263 |
|
|
2021
Q2 | $89K | Buy |
+386
| New | +$89K | 0.04% | 122 |
|
|
2020
Q1 | – | Sell |
-396
| Closed | -$78K | – | 376 |
|
|
2019
Q4 | $78K | Hold |
396
| – | – | 0.03% | 120 |
|
|
2019
Q3 | $85K | Buy |
396
+24
| +6% | +$5.15K | 0.04% | 110 |
|
|
2019
Q2 | $77K | Buy |
+372
| New | +$77K | 0.04% | 101 |
|