SA
SRN Advisors’s McDonald's MCD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-4,694
| Closed | -$1.43M | – | 117 |
|
2024
Q3 | $1.43M | Sell |
4,694
-195
| -4% | -$59.4K | 1.27% | 23 |
|
2024
Q2 | $1.25M | Hold |
4,889
| – | – | 1.04% | 33 |
|
2024
Q1 | $1.38M | Buy |
4,889
+232
| +5% | +$65.4K | 1.08% | 39 |
|
2023
Q4 | $1.38M | Buy |
+4,657
| New | +$1.38M | 1.24% | 20 |
|