Strategic Wealth Management Group’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $1.36M | Sell |
5,865
-781
| -12% | -$180K | 0.49% | 29 |
|
|
2021
Q1 | $1.49M | Buy |
6,646
+639
| +11% | +$143K | 0.57% | 27 |
|
|
2020
Q4 | $1.29M | Sell |
6,007
-63
| -1% | -$13.5K | 0.56% | 26 |
|
|
2020
Q3 | $1.33M | Buy |
6,070
+123
| +2% | +$27K | 0.65% | 27 |
|
|
2020
Q2 | $1.1M | Sell |
5,947
-14
| -0.2% | -$2.58K | 0.65% | 24 |
|
|
2020
Q1 | $986K | Buy |
5,961
+85
| +1% | +$14.1K | 0.73% | 23 |
|
|
2019
Q4 | $1.16M | Buy |
5,876
+46
| +0.8% | +$9.09K | 0.75% | 24 |
|
|
2019
Q3 | $1.25M | Buy |
5,830
+8
| +0.1% | +$1.72K | 0.9% | 22 |
|
|
2019
Q2 | $1.21M | Buy |
5,822
+1
| +0% | +$208 | 0.92% | 20 |
|
|
2019
Q1 | $1.11M | Buy |
5,821
+2
| +0% | +$380 | 0.91% | 21 |
|
|
2018
Q4 | $1.03M | Buy |
+5,819
| New | +$1.03M | 0.99% | 19 |
|