SWS
SYSTM Wealth Solutions’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,597
| Closed | -$917K | – | 410 |
|
|
2024
Q2 | $917K | Sell |
3,597
-370
| -9% | -$94.3K | 0.2% | 118 |
|
|
2024
Q1 | $1.12M | Buy |
3,967
+3,916
| +7,678% | +$1.1M | 0.14% | 182 |
|
|
2023
Q4 | $15.2K | Buy |
+51
| New | +$15.2K | ﹤0.01% | 772 |
|
|
2023
Q1 | – | Sell |
-849
| Closed | -$224K | – | 503 |
|
|
2022
Q4 | $224K | Buy |
+849
| New | +$224K | 0.03% | 482 |
|