Worth Asset Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-151
| Closed | -$45.1K | – | 277 |
|
|
2023
Q2 | $45.1K | Buy |
151
+111
| +278% | +$33.1K | 0.03% | 191 |
|
|
2023
Q1 | $11.2K | Hold |
40
| – | – | 0.01% | 312 |
|
|
2022
Q4 | $10.5K | Hold |
40
| – | – | 0.01% | 298 |
|
|
2022
Q3 | $9K | Hold |
40
| – | – | 0.01% | 282 |
|
|
2022
Q2 | $10K | Hold |
40
| – | – | 0.01% | 348 |
|
|
2022
Q1 | $10K | Buy |
+40
| New | +$10K | 0.01% | 348 |
|