SWM
Selective Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-708
| Closed | -$163K | – | 476 |
|
|
2022
Q3 | $163K | Sell |
708
-242
| -25% | -$55.7K | 0.07% | 151 |
|
|
2022
Q2 | $235K | Hold |
950
| – | – | 0.08% | 130 |
|
|
2022
Q1 | $235K | Hold |
950
| – | – | 0.09% | 119 |
|
|
2021
Q4 | $255K | Hold |
950
| – | – | 0.1% | 99 |
|
|
2021
Q3 | $229K | Sell |
950
-200
| -17% | -$48.2K | 0.12% | 96 |
|
|
2021
Q2 | $266K | Buy |
1,150
+550
| +92% | +$127K | 0.21% | 55 |
|
|
2021
Q1 | $134K | Buy |
600
+100
| +20% | +$22.3K | 0.12% | 65 |
|
|
2020
Q4 | $107K | Hold |
500
| – | – | 0.07% | 76 |
|
|
2020
Q3 | $110K | Hold |
500
| – | – | 0.09% | 70 |
|
|
2020
Q2 | $92K | Buy |
+500
| New | +$92K | 0.08% | 75 |
|