XCEL WEALTH MANAGEMENT, LLC – McDonald's Corporation Transaction History
XCEL WEALTH MANAGEMENT, LLC portfolio value:
$330,000
portfolio value
XCEL 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 | 0.00% | 0 shares | -23K | $230.74 | 1.43K | |
| Q2 2022 | share | Increase | +6.40% | 86 shares | 21K | $246.88 | 1.43K |
| Q1 2022 | share | 0.00% | 0 shares | -28K | $247.28 | 1.34K | |
| Q4 2021 | share | Increase | +0.07% | 1 shares | 36K | $267.21 | 1.34K |
| Q3 2021 | share | 0.00% | 0 shares | 14K | $239.76 | 1.34K | |
| Q2 2021 | share | 0.00% | 0 shares | 9K | $228.45 | 1.34K | |
| Q1 2021 | share | 0.00% | 0 shares | 13K | $220.46 | 1.34K | |
| Q4 2020 | share | 0.00% | 0 shares | -6K | $209.75 | 1.34K | |
| Q3 2020 | share | Increase | +13.72% | 162 shares | 77K | $213.28 | 1.34K |
| Q2 2020 | share | Increase | 0.00% | 1.18K shares | 217K | $178.21 | 1.18K |