SFG
Sunburst Financial Group’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,440
| Closed | -$438K | – | 112 |
|
|
2024
Q3 | $438K | Buy |
1,440
+20
| +1% | +$6.09K | 0.11% | 77 |
|
|
2024
Q2 | $362K | Hold |
1,420
| – | – | 0.1% | 83 |
|
|
2024
Q1 | $398K | Hold |
1,420
| – | – | 0.11% | 78 |
|
|
2023
Q4 | $421K | Buy |
1,420
+252
| +22% | +$74.7K | 0.13% | 71 |
|
|
2023
Q3 | $308K | Sell |
1,168
-189
| -14% | -$49.8K | 0.11% | 73 |
|
|
2023
Q2 | $405K | Buy |
1,357
+104
| +8% | +$31K | 0.14% | 67 |
|
|
2023
Q1 | $350K | Hold |
1,253
| – | – | 0.13% | 71 |
|
|
2022
Q4 | $330K | Hold |
1,253
| – | – | 0.13% | 73 |
|
|
2022
Q3 | $289K | Buy |
1,253
+60
| +5% | +$13.8K | 0.14% | 70 |
|
|
2022
Q2 | $295K | Hold |
1,193
| – | – | 0.14% | 72 |
|
|
2022
Q1 | $295K | Sell |
1,193
-11
| -0.9% | -$2.72K | 0.15% | 61 |
|
|
2021
Q4 | $323K | Buy |
1,204
+11
| +0.9% | +$2.95K | 0.16% | 57 |
|
|
2021
Q3 | $288K | Hold |
1,193
| – | – | 0.18% | 52 |
|
|
2021
Q2 | $276K | Sell |
1,193
-27
| -2% | -$6.25K | 0.18% | 52 |
|
|
2021
Q1 | $273K | Buy |
1,220
+160
| +15% | +$35.8K | 0.19% | 51 |
|
|
2020
Q4 | $227K | Hold |
1,060
| – | – | 0.17% | 54 |
|
|
2020
Q3 | $233K | Buy |
+1,060
| New | +$233K | 0.2% | 53 |
|
|
2020
Q1 | – | Sell |
-1,266
| Closed | -$250K | – | 62 |
|
|
2019
Q4 | $250K | Buy |
+1,266
| New | +$250K | 0.22% | 54 |
|