Schubert & Co’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-93
| Closed | -$26K | – | 899 |
|
|
2023
Q1 | $26K | Buy |
93
+2
| +2% | +$560 | 0.02% | 106 |
|
|
2022
Q4 | $24K | Sell |
91
-12
| -12% | -$3.16K | 0.02% | 101 |
|
|
2022
Q3 | $24K | Buy |
103
+2
| +2% | +$466 | 0.02% | 95 |
|
|
2022
Q2 | $25K | Buy |
101
+24
| +31% | +$5.94K | 0.02% | 99 |
|
|
2022
Q1 | $19K | Buy |
77
+42
| +120% | +$10.4K | 0.02% | 86 |
|
|
2021
Q4 | $9K | Buy |
+35
| New | +$9K | 0.01% | 93 |
|