RIA
RPG Investment Advisory’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-83
| Closed | -$20K | – | 232 |
|
|
2021
Q3 | $20K | Hold |
83
| – | – | ﹤0.01% | 171 |
|
|
2021
Q2 | $19K | Sell |
83
-24,925
| -100% | -$5.71M | ﹤0.01% | 180 |
|
|
2021
Q1 | $5.61M | Sell |
25,008
-270
| -1% | -$60.5K | 1% | 55 |
|
|
2020
Q4 | $5.42M | Buy |
25,278
+21
| +0.1% | +$4.51K | 1.09% | 49 |
|
|
2020
Q3 | $5.54M | Sell |
25,257
-325
| -1% | -$71.3K | 1.36% | 32 |
|
|
2020
Q2 | $4.72M | Buy |
25,582
+182
| +0.7% | +$33.6K | 1.25% | 42 |
|
|
2020
Q1 | $4.2M | Buy |
25,400
+724
| +3% | +$120K | 1.19% | 38 |
|
|
2019
Q4 | $4.88M | Buy |
24,676
+605
| +3% | +$120K | 1.12% | 50 |
|
|
2019
Q3 | $5.17M | Sell |
24,071
-35
| -0.1% | -$7.51K | 1.23% | 37 |
|
|
2019
Q2 | $5M | Sell |
24,106
-10,806
| -31% | -$2.24M | 1.18% | 44 |
|
|
2019
Q1 | $6.63M | Sell |
34,912
-118
| -0.3% | -$22.4K | 1.55% | 19 |
|
|
2018
Q4 | $6.22M | Sell |
35,030
-10,642
| -23% | -$1.89M | 1.55% | 17 |
|
|
2018
Q3 | $7.64M | Buy |
45,672
+12,212
| +36% | +$2.04M | 1.6% | 16 |
|
|
2018
Q2 | $5.24M | Buy |
33,460
+1,915
| +6% | +$300K | 1.18% | 36 |
|
|
2018
Q1 | $4.93M | Buy |
31,545
+29,585
| +1,509% | +$4.63M | 1.13% | 36 |
|
|
2017
Q4 | $338K | Sell |
1,960
-25
| -1% | -$4.31K | 0.08% | 100 |
|
|
2017
Q3 | $311K | Hold |
1,985
| – | – | 0.08% | 103 |
|
|
2017
Q2 | $304K | Buy |
1,985
+30
| +2% | +$4.59K | 0.08% | 100 |
|
|
2017
Q1 | $252K | Buy |
+1,955
| New | +$252K | 0.07% | 106 |
|
|
2016
Q3 | – | Sell |
-2,050
| Closed | -$245K | – | 118 |
|
|
2016
Q2 | $245K | Buy |
+2,050
| New | +$245K | 0.07% | 113 |
|