Sierra Capital’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-1,031
| Closed | -$272K | – | 407 |
|
2022
Q4 | $272K | Buy |
1,031
+110
| +12% | +$29K | 0.05% | 160 |
|
2022
Q3 | $213K | Sell |
921
-597
| -39% | -$138K | 0.04% | 169 |
|
2022
Q2 | $375K | Sell |
1,518
-10
| -0.7% | -$2.47K | 0.07% | 145 |
|
2022
Q1 | $378K | Buy |
1,528
+231
| +18% | +$57.1K | 0.06% | 154 |
|
2021
Q4 | $348K | Buy |
1,297
+725
| +127% | +$195K | 0.05% | 166 |
|
2021
Q3 | $138K | Hold |
572
| – | – | 0.02% | 237 |
|
2021
Q2 | $132K | Hold |
572
| – | – | 0.02% | 222 |
|
2021
Q1 | $128K | Buy |
+572
| New | +$128K | 0.02% | 225 |
|