WEPOG
Wealth Enhancement & Preservation of GA’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $790K | Buy |
2,647
+171
| +7% | +$51K | 0.76% | 24 |
|
|
2023
Q1 | $692K | Buy |
2,476
+212
| +9% | +$59.3K | 0.83% | 24 |
|
|
2022
Q4 | $597K | Buy |
2,264
+588
| +35% | +$155K | 0.97% | 32 |
|
|
2022
Q3 | $387K | Sell |
1,676
-2,871
| -63% | -$663K | 0.62% | 42 |
|
|
2022
Q2 | $1.15M | Sell |
4,547
-837
| -16% | -$212K | 1.22% | 22 |
|
|
2022
Q1 | $1.33M | Buy |
5,384
+268
| +5% | +$66.3K | 1.03% | 31 |
|
|
2021
Q4 | $1.37M | Buy |
5,116
+67
| +1% | +$18K | 0.92% | 28 |
|
|
2021
Q3 | $1.22M | Buy |
5,049
+322
| +7% | +$77.6K | 0.94% | 24 |
|
|
2021
Q2 | $1.09M | Buy |
4,727
+201
| +4% | +$46.4K | 0.8% | 34 |
|
|
2021
Q1 | $1.05M | Buy |
4,526
+56
| +1% | +$13K | 0.81% | 31 |
|
|
2020
Q4 | $959K | Buy |
4,470
+758
| +20% | +$163K | 0.83% | 33 |
|
|
2020
Q3 | $797K | Buy |
3,712
+1,048
| +39% | +$225K | 0.82% | 27 |
|
|
2020
Q2 | $489K | Sell |
2,664
-1,222
| -31% | -$224K | 0.61% | 34 |
|
|
2020
Q1 | $595K | Sell |
3,886
-3,637
| -48% | -$557K | 0.56% | 39 |
|
|
2019
Q4 | $1.48M | Buy |
+7,523
| New | +$1.48M | 0.76% | 31 |
|