Lighthouse Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $2.84M | Sell |
31,837
-1,125
| -3% | -$100K | 0.86% | 30 |
|
|
2020
Q4 | $3.15M | Buy |
32,962
+132
| +0.4% | +$12.6K | 1.07% | 19 |
|
|
2020
Q3 | $3.19M | Buy |
32,830
+272
| +0.8% | +$26.4K | 1.21% | 14 |
|
|
2020
Q2 | $2.9M | Buy |
32,558
+304
| +0.9% | +$27.1K | 1.22% | 16 |
|
|
2020
Q1 | $2.27M | Buy |
32,254
+2,610
| +9% | +$183K | 1.38% | 14 |
|
|
2019
Q4 | $2.51M | Buy |
+29,644
| New | +$2.51M | 1.18% | 11 |
|