Unified Trust Company’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $528K | Buy |
2,189
+45
| +2% | +$10.9K | 0.16% | 60 |
|
|
2021
Q2 | $495K | Hold |
2,144
| – | – | 0.15% | 59 |
|
|
2021
Q1 | $480K | Hold |
2,144
| – | – | 0.16% | 58 |
|
|
2020
Q4 | $448K | Sell |
2,144
-23
| -1% | -$4.81K | 0.26% | 43 |
|
|
2020
Q3 | $475K | Sell |
2,167
-56
| -3% | -$12.3K | 0.34% | 40 |
|
|
2020
Q2 | $410K | Hold |
2,223
| – | – | 0.31% | 44 |
|
|
2020
Q1 | $367K | Sell |
2,223
-47
| -2% | -$7.76K | 0.24% | 42 |
|
|
2019
Q4 | $448K | Hold |
2,270
| – | – | 0.28% | 43 |
|
|
2019
Q3 | $487K | Buy |
+2,270
| New | +$487K | 0.33% | 41 |
|