XWM
Xcel Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-786
| Closed | -$235K | – | 122 |
|
|
2023
Q2 | $235K | Sell |
786
-65
| -8% | -$19.4K | 0.07% | 118 |
|
|
2023
Q1 | $238K | Buy |
851
+33
| +4% | +$9.23K | 0.08% | 117 |
|
|
2022
Q4 | $216K | Sell |
818
-612
| -43% | -$161K | 0.08% | 117 |
|
|
2022
Q3 | $330K | Hold |
1,430
| – | – | 0.12% | 98 |
|
|
2022
Q2 | $353K | Buy |
1,430
+86
| +6% | +$21.2K | 0.13% | 91 |
|
|
2022
Q1 | $332K | Hold |
1,344
| – | – | 0.09% | 118 |
|
|
2021
Q4 | $360K | Buy |
1,344
+1
| +0.1% | +$268 | 0.09% | 120 |
|
|
2021
Q3 | $324K | Hold |
1,343
| – | – | 0.09% | 116 |
|
|
2021
Q2 | $310K | Hold |
1,343
| – | – | 0.09% | 119 |
|
|
2021
Q1 | $301K | Hold |
1,343
| – | – | 0.11% | 109 |
|
|
2020
Q4 | $288K | Hold |
1,343
| – | – | 0.12% | 103 |
|
|
2020
Q3 | $294K | Buy |
1,343
+162
| +14% | +$35.5K | 0.15% | 90 |
|
|
2020
Q2 | $217K | Buy |
+1,181
| New | +$217K | 0.13% | 92 |
|