QWM
QP Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $252K | Hold |
955
| – | – | 0.44% | 59 |
|
|
2023
Q2 | $285K | Hold |
955
| – | – | 0.45% | 51 |
|
|
2023
Q1 | $267K | Hold |
955
| – | – | 0.44% | 54 |
|
|
2022
Q4 | $252K | Sell |
955
-100
| -9% | -$26.4K | 0.39% | 57 |
|
|
2022
Q3 | $247K | Buy |
+1,055
| New | +$247K | 0.36% | 52 |
|
|
2022
Q2 | – | Sell |
-1,055
| Closed | -$261K | – | 74 |
|
|
2022
Q1 | $261K | Hold |
1,055
| – | – | 0.29% | 60 |
|
|
2021
Q4 | $283K | Hold |
1,055
| – | – | 0.3% | 60 |
|
|
2021
Q3 | $254K | Hold |
1,055
| – | – | 0.27% | 61 |
|
|
2021
Q2 | $244K | Hold |
1,055
| – | – | 0.25% | 64 |
|
|
2021
Q1 | $236K | Hold |
1,055
| – | – | 0.26% | 56 |
|
|
2020
Q4 | $226K | Hold |
1,055
| – | – | 0.25% | 59 |
|
|
2020
Q3 | $232K | Buy |
+1,055
| New | +$232K | 0.3% | 56 |
|
|
2020
Q1 | – | Sell |
-1,055
| Closed | -$228K | – | 80 |
|
|
2019
Q4 | $228K | Buy |
+1,055
| New | +$228K | 0.28% | 77 |
|