Wealthspire Advisors (Maryland)’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $2.35M | Buy |
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|
2020
Q2 | $1.92M | Buy |
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|
2020
Q1 | $1.7M | Sell |
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|
2019
Q4 | $2.24M | Buy |
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|
2019
Q3 | $2.41M | Sell |
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|
2019
Q2 | $2.4M | Buy |
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|
2019
Q1 | $2.17M | Sell |
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|
2018
Q4 | $2.06M | Sell |
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|
2018
Q3 | $2M | Sell |
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|
2018
Q2 | $1.97M | Sell |
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|
2018
Q1 | $1.97M | Buy |
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|
2017
Q4 | $2.08M | Buy |
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|
2017
Q3 | $1.9M | Sell |
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|
2017
Q2 | $1.97M | Buy |
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|
2017
Q1 | $1.24M | Buy |
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|
2016
Q4 | $1.16M | Sell |
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|
2016
Q3 | $1.26M | Sell |
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|
2016
Q2 | $1.32M | Sell |
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|
2016
Q1 | $1.59M | Sell |
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|
2015
Q4 | $1.75M | Buy |
|