WESPAC Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-849
| Closed | -$224K | – | 165 |
|
|
2023
Q3 | $224K | Buy |
+849
| New | +$224K | 0.17% | 129 |
|
|
2023
Q1 | – | Sell |
-802
| Closed | -$212K | – | 121 |
|
|
2022
Q4 | $212K | Buy |
+802
| New | +$212K | 0.37% | 61 |
|
|
2022
Q3 | – | Sell |
-864
| Closed | -$213K | – | 94 |
|
|
2022
Q2 | $213K | Buy |
+864
| New | +$213K | 0.16% | 85 |
|