TrueWealth LLC’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $861K | Sell |
4,668
-195
| -4% | -$36K | 0.36% | 48 |
|
|
2020
Q1 | $804K | Sell |
4,863
-361
| -7% | -$59.7K | 0.39% | 44 |
|
|
2019
Q4 | $1.03M | Buy |
5,224
+24
| +0.5% | +$4.74K | 0.42% | 35 |
|
|
2019
Q3 | $1.12M | Buy |
5,200
+1
| +0% | +$215 | 0.48% | 30 |
|
|
2019
Q2 | $1.08M | Sell |
5,199
-27
| -0.5% | -$5.61K | 0.48% | 32 |
|
|
2019
Q1 | $992K | Buy |
5,226
+31
| +0.6% | +$5.88K | 0.46% | 31 |
|
|
2018
Q4 | $923K | Buy |
5,195
+201
| +4% | +$35.7K | 0.47% | 32 |
|
|
2018
Q3 | $835K | Sell |
4,994
-13
| -0.3% | -$2.17K | 0.38% | 38 |
|
|
2018
Q2 | $785K | Buy |
5,007
+6
| +0.1% | +$941 | 0.37% | 40 |
|
|
2018
Q1 | $782K | Sell |
5,001
-11
| -0.2% | -$1.72K | 0.39% | 38 |
|
|
2017
Q4 | $863K | Buy |
+5,012
| New | +$863K | 0.41% | 37 |
|