INSTITUTE FOR WEALTH MANAGEMENT, LLC. – McDonald's Corporation Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$908,000
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-6.54%
quarter
McDonald's Corporation 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.30% | -12 shares | -66K | $230.74 | 3.93K |
| Q2 2022 | share | Increase | +5.12% | 192 shares | 46K | $246.88 | 3.94K |
| Q1 2022 | share | Decrease | -3.60% | -140 shares | -116K | $247.28 | 3.75K |
| Q4 2021 | share | Decrease | -3.30% | -133 shares | 73K | $267.21 | 3.89K |
| Q3 2021 | share | Decrease | -7.17% | -311 shares | -31K | $239.76 | 4.02K |
| Q2 2021 | share | Increase | +0.63% | 27 shares | 36K | $228.45 | 4.33K |
| Q1 2021 | share | Decrease | -0.67% | -29 shares | 35K | $220.46 | 4.31K |
| Q4 2020 | share | Increase | +8.42% | 337 shares | 53K | $209.75 | 4.33K |
| Q3 2020 | share | Increase | +2.91% | 113 shares | 161K | $213.28 | 4.00K |
| Q2 2020 | share | Increase | +50.74% | 1.30K shares | 290K | $178.21 | 3.88K |
| Q1 2020 | share | Increase | +1.22% | 31 shares | -77K | $158.67 | 2.58K |
| Q4 2019 | share | Increase | +0.08% | 2 shares | -43K | $188.42 | 2.54K |
| Q3 2019 | share | Decrease | -65.99% | -4.94K shares | -1.00M | $203.41 | 2.54K |
| Q2 2019 | share | Increase | +0.52% | 39 shares | 140K | $195.69 | 7.49K |
| Q1 2019 | share | Increase | 0.00% | 7.45K shares | 1.41M | $177.92 | 7.45K |
| Q3 2017 | share | Decrease | -100.00% | -7.83K shares | -1.19M | $141.43 | 0 |
| Q2 2017 | share | Increase | 0.00% | 7.83K shares | 1.19M | $137.45 | 7.83K |