RGT Wealth Advisors’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 | $416K | Sell |
1,801
-293
| -14% | -$67.7K | 0.07% | 46 |
|
|
2022
Q2 | $517K | Sell |
2,094
-200
| -9% | -$49.4K | 0.09% | 50 |
|
|
2022
Q1 | $567K | Buy |
2,294
+200
| +10% | +$49.4K | 0.09% | 53 |
|
|
2021
Q4 | $561K | Buy |
2,094
+1,144
| +120% | +$306K | 0.09% | 54 |
|
|
2021
Q3 | $229K | Hold |
950
| – | – | 0.05% | 49 |
|
|
2021
Q2 | $219K | Sell |
950
-50
| -5% | -$11.5K | 0.04% | 50 |
|
|
2021
Q1 | $224K | Buy |
1,000
+38
| +4% | +$8.51K | 0.04% | 50 |
|
|
2020
Q4 | $206K | Hold |
962
| – | – | 0.04% | 65 |
|
|
2020
Q3 | $211K | Buy |
+962
| New | +$211K | 0.05% | 36 |
|
|
2020
Q2 | – | Sell |
-1,385
| Closed | -$229K | – | 45 |
|
|
2020
Q1 | $229K | Buy |
+1,385
| New | +$229K | 0.15% | 28 |
|