TWA
Tillar-Wenstrup Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,203
| Closed | -$317K | – | 16 |
|
|
2022
Q4 | $317K | Buy |
1,203
+103
| +9% | +$27.1K | 0.15% | 43 |
|
|
2022
Q3 | $254K | Hold |
1,100
| – | – | 0.13% | 43 |
|
|
2022
Q2 | $272K | Hold |
1,100
| – | – | 0.14% | 46 |
|
|
2022
Q1 | $272K | Hold |
1,100
| – | – | 0.13% | 44 |
|
|
2021
Q4 | $295K | Buy |
+1,100
| New | +$295K | 0.14% | 39 |
|
|
2014
Q3 | – | Sell |
-20,535
| Closed | -$2.07M | – | 44 |
|
|
2014
Q2 | $2.07M | Sell |
20,535
-90
| -0.4% | -$9.07K | 1.66% | 33 |
|
|
2014
Q1 | $2.02M | Buy |
20,625
+2,072
| +11% | +$203K | 1.84% | 29 |
|
|
2013
Q4 | $1.8M | Buy |
+18,553
| New | +$1.8M | 1.85% | 32 |
|