Phocas Financial Corp’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,020
| Closed | -$269K | – | 179 |
|
|
2023
Q3 | $269K | Sell |
1,020
-79
| -7% | -$20.8K | 0.04% | 171 |
|
|
2023
Q2 | $328K | Hold |
1,099
| – | – | 0.04% | 172 |
|
|
2023
Q1 | $307K | Buy |
1,099
+79
| +8% | +$22.1K | 0.04% | 171 |
|
|
2022
Q4 | $269K | Sell |
1,020
-254
| -20% | -$66.9K | 0.04% | 177 |
|
|
2022
Q3 | $294K | Buy |
1,274
+300
| +31% | +$69.2K | 0.05% | 183 |
|
|
2022
Q2 | $240K | Hold |
974
| – | – | 0.04% | 195 |
|
|
2022
Q1 | $241K | Sell |
974
-170
| -15% | -$42.1K | 0.03% | 196 |
|
|
2021
Q4 | $307K | Buy |
1,144
+79
| +7% | +$21.2K | 0.04% | 180 |
|
|
2021
Q3 | $257K | Buy |
+1,065
| New | +$257K | 0.03% | 198 |
|
|
2019
Q3 | – | Sell |
-700
| Closed | -$145K | – | 263 |
|
|
2019
Q2 | $145K | Buy |
+700
| New | +$145K | 0.02% | 199 |
|
|
2019
Q1 | – | Sell |
-700
| Closed | -$124K | – | 268 |
|
|
2018
Q4 | $124K | Buy |
+700
| New | +$124K | 0.01% | 213 |
|