RAG
RIA Advisory Group’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $202K | Buy |
+716
| New | +$202K | 0.08% | 134 |
|
|
2023
Q4 | – | Sell |
-16,192
| Closed | -$4.27M | – | 156 |
|
|
2023
Q3 | $4.27M | Sell |
16,192
-717
| -4% | -$189K | 1.91% | 10 |
|
|
2023
Q2 | $5.05M | Buy |
16,909
+1,426
| +9% | +$426K | 2.17% | 6 |
|
|
2023
Q1 | $4.33M | Buy |
+15,483
| New | +$4.33M | 1.99% | 9 |
|