WealthStone’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | $421K | Buy |
1,879
+537
| +40% | +$120K | 0.15% | 103 |
|
2020
Q4 | $288K | Buy |
1,342
+137
| +11% | +$29.4K | 0.1% | 144 |
|
2020
Q3 | $264K | Sell |
1,205
-1,336
| -53% | -$293K | 0.12% | 118 |
|
2020
Q2 | $469K | Buy |
+2,541
| New | +$469K | 0.22% | 69 |
|
2019
Q3 | – | Sell |
-631
| Closed | -$131K | – | 381 |
|
2019
Q2 | $131K | Buy |
631
+3
| +0.5% | +$623 | 0.06% | 126 |
|
2019
Q1 | $119K | Buy |
+628
| New | +$119K | 4.28% | 7 |
|