Stoneridge Investment Partners’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,516
| Closed | -$674K | – | 120 |
|
|
2021
Q4 | $674K | Buy |
2,516
+1,445
| +135% | +$387K | 0.31% | 80 |
|
|
2021
Q3 | $258K | Buy |
+1,071
| New | +$258K | 0.13% | 100 |
|
|
2020
Q1 | – | Sell |
-2,798
| Closed | -$553K | – | 137 |
|
|
2019
Q4 | $553K | Buy |
+2,798
| New | +$553K | 0.19% | 108 |
|
|
2017
Q4 | – | Sell |
-19,664
| Closed | -$3.08M | – | 242 |
|
|
2017
Q3 | $3.08M | Buy |
+19,664
| New | +$3.08M | 0.48% | 81 |
|