TIAM2
Tru Independence Asset Management 2’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,671
| Closed | -$984K | – | 126 |
|
|
2021
Q4 | $984K | Buy |
3,671
+428
| +13% | +$115K | 0.52% | 42 |
|
|
2021
Q3 | $782K | Buy |
+3,243
| New | +$782K | 0.55% | 38 |
|
|
2021
Q1 | – | Sell |
-772
| Closed | -$166K | – | 282 |
|
|
2020
Q4 | $166K | Buy |
+772
| New | +$166K | 0.14% | 102 |
|