TFO Wealth Partners’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-115
| Closed | -$32.4K | – | 476 |
|
|
2024
Q1 | $32.4K | Hold |
115
| – | – | 0.01% | 67 |
|
|
2023
Q4 | $34.1K | Hold |
115
| – | – | 0.01% | 65 |
|
|
2023
Q3 | $34.3K | Hold |
115
| – | – | 0.01% | 111 |
|
|
2023
Q2 | $34.3K | Hold |
115
| – | – | 0.01% | 101 |
|
|
2023
Q1 | $32.2K | Buy |
115
+110
| +2,200% | +$30.8K | 0.01% | 78 |
|
|
2022
Q4 | $286 | Buy |
+5
| New | +$286 | ﹤0.01% | 570 |
|
|
2022
Q3 | – | Sell |
-14
| Closed | -$3K | – | 341 |
|
|
2022
Q2 | $3K | Buy |
+14
| New | +$3K | ﹤0.01% | 276 |
|
|
2020
Q4 | – | Sell |
-24
| Closed | -$5K | – | 129 |
|
|
2020
Q3 | $5K | Buy |
+24
| New | +$5K | ﹤0.01% | 105 |
|
|
2020
Q1 | – | Sell |
-100
| Closed | -$19K | – | 155 |
|
|
2019
Q4 | $19K | Buy |
+100
| New | +$19K | 0.02% | 103 |
|