RPg Family Wealth Advisory’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-45
| Closed | -$11.1K | – | 231 |
|
|
2022
Q1 | $11.1K | Hold |
45
| – | – | ﹤0.01% | 252 |
|
|
2021
Q4 | $12.1K | Hold |
45
| – | – | ﹤0.01% | 255 |
|
|
2021
Q3 | $10.8K | Hold |
45
| – | – | ﹤0.01% | 274 |
|
|
2021
Q2 | $10.4K | Buy |
+45
| New | +$10.4K | ﹤0.01% | 277 |
|
|
2019
Q4 | – | Sell |
-345
| Closed | -$74.1K | – | 294 |
|
|
2019
Q3 | $74.1K | Hold |
345
| – | – | 0.04% | 136 |
|
|
2019
Q2 | $71.6K | Hold |
345
| – | – | 0.04% | 138 |
|
|
2019
Q1 | $65.5K | Hold |
345
| – | – | 0.04% | 151 |
|
|
2018
Q4 | $61.3K | Hold |
345
| – | – | 0.06% | 98 |
|
|
2018
Q3 | $57.7K | Hold |
345
| – | – | 0.04% | 102 |
|
|
2018
Q2 | $54.1K | Buy |
+345
| New | +$54.1K | 0.04% | 110 |
|
|
2018
Q1 | – | Sell |
-497
| Closed | -$85.5K | – | 270 |
|
|
2017
Q4 | $85.5K | Hold |
497
| – | – | 0.07% | 75 |
|
|
2017
Q3 | $77.9K | Sell |
497
-139
| -22% | -$21.8K | 0.06% | 94 |
|
|
2017
Q2 | $97.4K | Buy |
636
+123
| +24% | +$18.8K | 0.08% | 75 |
|
|
2017
Q1 | $66.5K | Sell |
513
-28
| -5% | -$3.63K | 0.06% | 112 |
|
|
2016
Q4 | $65.9K | Sell |
541
-7
| -1% | -$852 | 0.06% | 102 |
|
|
2016
Q3 | $63.2K | Sell |
548
-228
| -29% | -$26.3K | 0.04% | 106 |
|
|
2016
Q2 | $93.4K | Sell |
776
-199
| -20% | -$23.9K | 0.04% | 87 |
|
|
2016
Q1 | $123K | Buy |
975
+830
| +572% | +$104K | 0.09% | 79 |
|
|
2015
Q4 | $17.1K | Buy |
+145
| New | +$17.1K | 0.02% | 159 |
|