StrongBox Wealth’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,159
| Closed | -$267K | – | 83 |
|
|
2022
Q3 | $267K | Hold |
1,159
| – | – | 0.19% | 67 |
|
|
2022
Q2 | $286K | Buy |
1,159
+25
| +2% | +$6.17K | 0.18% | 70 |
|
|
2022
Q1 | $280K | Hold |
1,134
| – | – | 0.16% | 80 |
|
|
2021
Q4 | $304K | Sell |
1,134
-7
| -0.6% | -$1.88K | 0.15% | 88 |
|
|
2021
Q3 | $275K | Sell |
1,141
-105
| -8% | -$25.3K | 0.15% | 88 |
|
|
2021
Q2 | $288K | Hold |
1,246
| – | – | 0.17% | 88 |
|
|
2021
Q1 | $279K | Sell |
1,246
-522
| -30% | -$117K | 0.17% | 80 |
|
|
2020
Q4 | $379K | Sell |
1,768
-51
| -3% | -$10.9K | 0.25% | 68 |
|
|
2020
Q3 | $399K | Buy |
1,819
+25
| +1% | +$5.48K | 0.29% | 59 |
|
|
2020
Q2 | $331K | Buy |
1,794
+8
| +0.4% | +$1.48K | 0.3% | 66 |
|
|
2020
Q1 | $295K | Buy |
+1,786
| New | +$295K | 0.33% | 63 |
|