Lenox 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
Q1 | $1K | Sell |
8
-8
| -50% | -$1K | ﹤0.01% | 720 |
|
|
2021
Q4 | $2K | Buy |
16
+8
| +100% | +$1K | ﹤0.01% | 736 |
|
|
2021
Q3 | $1K | Buy |
8
+5
| +167% | +$625 | ﹤0.01% | 681 |
|
|
2021
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 763 |
|
|
2021
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 734 |
|
|
2016
Q4 | – | Sell |
-40
| Closed | -$2K | – | 154 |
|
|
2016
Q3 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 202 |
|
|
2013
Q3 | – | Sell |
-600
| Closed | -$21K | – | 277 |
|
|
2013
Q2 | $21K | Buy |
+600
| New | +$21K | 0.02% | 69 |
|