Wealthstreet Investment Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $20K | Hold |
79
| – | – | 0.54% | 42 |
|
|
2021
Q4 | $21K | Hold |
79
| – | – | 0.52% | 41 |
|
|
2021
Q3 | $19K | Sell |
79
-1,005
| -93% | -$242K | 0.52% | 40 |
|
|
2021
Q2 | $250K | Sell |
1,084
-11,548
| -91% | -$2.66M | 1.3% | 25 |
|
|
2021
Q1 | $2.83M | Buy |
12,632
+1,520
| +14% | +$341K | 0.28% | 87 |
|
|
2020
Q4 | $2.39M | Buy |
11,112
+720
| +7% | +$155K | 0.24% | 95 |
|
|
2020
Q3 | $2.28M | Buy |
10,392
+310
| +3% | +$68K | 0.25% | 92 |
|
|
2020
Q2 | $1.86M | Buy |
10,082
+1,916
| +23% | +$353K | 0.23% | 97 |
|
|
2020
Q1 | $1.35M | Buy |
8,166
+84
| +1% | +$13.9K | 0.2% | 107 |
|
|
2019
Q4 | $1.6M | Sell |
8,082
-200
| -2% | -$39.5K | 0.19% | 115 |
|
|
2019
Q3 | $1.6M | Buy |
8,282
+551
| +7% | +$106K | 0.2% | 105 |
|
|
2019
Q2 | $1.61M | Buy |
7,731
+113
| +1% | +$23.5K | 0.21% | 107 |
|
|
2019
Q1 | $1.45M | Buy |
7,618
+122
| +2% | +$23.2K | 0.19% | 111 |
|
|
2018
Q4 | $1.38M | Sell |
7,496
-100
| -1% | -$18.4K | 0.19% | 112 |
|
|
2018
Q3 | $1.27M | Sell |
7,596
-50
| -0.7% | -$8.37K | 0.16% | 134 |
|
|
2018
Q2 | $1.2M | Hold |
7,646
| – | – | 0.16% | 135 |
|
|
2018
Q1 | $1.2M | Buy |
7,646
+500
| +7% | +$78.1K | 0.15% | 136 |
|
|
2017
Q4 | $1.23M | Buy |
+7,146
| New | +$1.23M | 0.15% | 140 |
|