Professional Planning’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 | $1.2M | Buy |
4,970
+421
| +9% | +$101K | 0.57% | 34 |
|
2021
Q2 | $1.05M | Buy |
4,549
+450
| +11% | +$104K | 0.48% | 41 |
|
2021
Q1 | $918K | Sell |
4,099
-2,282
| -36% | -$511K | 0.45% | 42 |
|
2020
Q4 | $1.37M | Buy |
+6,381
| New | +$1.37M | 0.55% | 36 |
|
2020
Q3 | – | Sell |
-6,709
| Closed | -$1.24M | – | 73 |
|
2020
Q2 | $1.24M | Buy |
+6,709
| New | +$1.24M | 0.66% | 32 |
|