Mascoma Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-33
| Closed | -$2.87K | – | 606 |
|
|
2023
Q1 | $2.87K | Buy |
33
+1
| +3% | +$87 | ﹤0.01% | 530 |
|
|
2022
Q4 | $2.69K | Hold |
32
| – | – | ﹤0.01% | 548 |
|
|
2022
Q3 | $2K | Hold |
32
| – | – | ﹤0.01% | 560 |
|
|
2022
Q2 | $3K | Hold |
32
| – | – | ﹤0.01% | 550 |
|
|
2022
Q1 | $3K | Hold |
32
| – | – | ﹤0.01% | 540 |
|
|
2021
Q4 | $3K | Hold |
32
| – | – | ﹤0.01% | 487 |
|
|
2021
Q3 | $3K | Buy |
+32
| New | +$3K | ﹤0.01% | 413 |
|
|
2021
Q2 | – | Sell |
-32
| Closed | -$3K | – | 320 |
|
|
2021
Q1 | $3K | Buy |
+32
| New | +$3K | ﹤0.01% | 408 |
|