Clearview Wealth Advisors’s McCormick & Company Non-Voting MKC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-261
| Closed | -$22K | – | 620 |
|
|
2022
Q2 | $22K | Buy |
261
+1
| +0.4% | +$84 | 0.02% | 270 |
|
|
2022
Q1 | $26K | Sell |
260
-139
| -35% | -$13.9K | 0.02% | 264 |
|
|
2021
Q4 | $39K | Hold |
399
| – | – | 0.02% | 255 |
|
|
2021
Q3 | $32K | Buy |
399
+2
| +0.5% | +$160 | 0.02% | 283 |
|
|
2021
Q2 | $35K | Buy |
397
+1
| +0.3% | +$88 | 0.02% | 278 |
|
|
2021
Q1 | $35K | Buy |
396
+1
| +0.3% | +$88 | 0.02% | 268 |
|
|
2020
Q4 | $38K | Buy |
+395
| New | +$38K | 0.03% | 224 |
|