Point View Wealth Management’s McDonald's MCD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | $227K | Hold |
1,059
| – | – | 0.09% | 237 |
|
2020
Q3 | $232K | Sell |
1,059
-43
| -4% | -$9.42K | 0.11% | 220 |
|
2020
Q2 | $203K | Buy |
+1,102
| New | +$203K | 0.1% | 233 |
|
2020
Q1 | – | Sell |
-1,202
| Closed | -$238K | – | 268 |
|
2019
Q4 | $238K | Hold |
1,202
| – | – | 0.1% | 227 |
|
2019
Q3 | $258K | Sell |
1,202
-5
| -0.4% | -$1.07K | 0.12% | 219 |
|
2019
Q2 | $251K | Hold |
1,207
| – | – | 0.11% | 219 |
|
2019
Q1 | $229K | Hold |
1,207
| – | – | 0.1% | 222 |
|
2018
Q4 | $214K | Hold |
1,207
| – | – | 0.11% | 217 |
|
2018
Q3 | $202K | Buy |
+1,207
| New | +$202K | 0.09% | 243 |
|
2018
Q1 | – | Sell |
-1,167
| Closed | -$201K | – | 262 |
|
2017
Q4 | $201K | Buy |
+1,167
| New | +$201K | 0.1% | 234 |
|