Destiny Wealth Partners’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
Q2 | – | Sell |
-993
| Closed | -$99K | – | 636 |
|
|
2022
Q1 | $99K | Buy |
993
+328
| +49% | +$32.7K | 0.02% | 245 |
|
|
2021
Q4 | $64K | Sell |
665
-129
| -16% | -$12.4K | 0.01% | 283 |
|
|
2021
Q3 | $64K | Buy |
+794
| New | +$64K | 0.01% | 246 |
|
|
2021
Q2 | – | Sell |
-716
| Closed | -$64K | – | 373 |
|
|
2021
Q1 | $64K | Sell |
716
-2,584
| -78% | -$231K | 0.01% | 242 |
|
|
2020
Q4 | $315K | Buy |
+3,300
| New | +$315K | 0.07% | 144 |
|