Regal Wealth Group’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,061
| Closed | -$509K | – | 49 |
|
|
2022
Q2 | $509K | Hold |
2,061
| – | – | 0.37% | 27 |
|
|
2022
Q1 | $516K | Sell |
2,061
-56
| -3% | -$14K | 0.32% | 28 |
|
|
2021
Q4 | $568K | Hold |
2,117
| – | – | 0.32% | 28 |
|
|
2021
Q3 | $510K | Hold |
2,117
| – | – | 0.31% | 29 |
|
|
2021
Q2 | $489K | Hold |
2,117
| – | – | 0.29% | 29 |
|
|
2021
Q1 | $475K | Hold |
2,117
| – | – | 0.28% | 26 |
|
|
2020
Q4 | $454K | Hold |
2,117
| – | – | 0.28% | 27 |
|
|
2020
Q3 | $465K | Hold |
2,117
| – | – | 0.36% | 25 |
|
|
2020
Q2 | $391K | Hold |
2,117
| – | – | 0.32% | 28 |
|
|
2020
Q1 | $350K | Hold |
2,117
| – | – | 0.34% | 28 |
|
|
2019
Q4 | $418K | Sell |
2,117
-75
| -3% | -$14.8K | 0.27% | 30 |
|
|
2019
Q3 | $471K | Hold |
2,192
| – | – | 0.32% | 27 |
|
|
2019
Q2 | $455K | Hold |
2,192
| – | – | 0.32% | 27 |
|
|
2019
Q1 | $416K | Hold |
2,192
| – | – | 0.3% | 29 |
|
|
2018
Q4 | $389K | Hold |
2,192
| – | – | 0.35% | 27 |
|
|
2018
Q3 | $367K | Hold |
2,192
| – | – | 0.25% | 31 |
|
|
2018
Q2 | $343K | Hold |
2,192
| – | – | 0.37% | 30 |
|
|
2018
Q1 | $343K | Hold |
2,192
| – | – | 0.26% | 29 |
|
|
2017
Q4 | $377K | Buy |
2,192
+16
| +0.7% | +$2.75K | 0.27% | 28 |
|
|
2017
Q3 | $341K | Hold |
2,176
| – | – | 0.25% | 30 |
|
|
2017
Q2 | $333K | Hold |
2,176
| – | – | 0.26% | 31 |
|
|
2017
Q1 | $282K | Hold |
2,176
| – | – | 0.22% | 37 |
|
|
2016
Q4 | $265K | Hold |
2,176
| – | – | 0.22% | 37 |
|
|
2016
Q3 | $251K | Hold |
2,176
| – | – | 0.23% | 30 |
|
|
2016
Q2 | $262K | Hold |
2,176
| – | – | 0.25% | 29 |
|
|
2016
Q1 | $273K | Hold |
2,176
| – | – | 0.26% | 29 |
|
|
2015
Q4 | $257K | Buy |
+2,176
| New | +$257K | 0.25% | 30 |
|