SJIA
St. James Investment Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $898K | Buy |
3,407
+116
| +4% | +$30.6K | 1.65% | 22 |
|
|
2022
Q3 | $759K | Sell |
3,291
-269
| -8% | -$62K | 1.66% | 27 |
|
|
2022
Q2 | $879K | Sell |
3,560
-8,974
| -72% | -$2.22M | 1.78% | 26 |
|
|
2022
Q1 | $3.1M | Buy |
12,534
+1,946
| +18% | +$481K | 2.48% | 23 |
|
|
2021
Q4 | $2.84M | Buy |
+10,588
| New | +$2.84M | 2.1% | 25 |
|