OptiFour Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $272K | Hold |
3,200
| – | – | 0.19% | 61 |
|
|
2019
Q3 | $250K | Hold |
3,200
| – | – | 0.18% | 63 |
|
|
2019
Q2 | $248K | Sell |
3,200
-1,600
| -33% | -$124K | 0.17% | 70 |
|
|
2019
Q1 | $362K | Hold |
4,800
| – | – | 0.3% | 33 |
|
|
2018
Q4 | $334K | Hold |
4,800
| – | – | 0.31% | 32 |
|
|
2018
Q3 | $316K | Hold |
4,800
| – | – | 0.26% | 41 |
|
|
2018
Q2 | $279K | Hold |
4,800
| – | – | 0.24% | 43 |
|
|
2018
Q1 | $255K | Hold |
4,800
| – | – | 0.21% | 47 |
|
|
2017
Q4 | $245K | Buy |
+4,800
| New | +$245K | 0.2% | 51 |
|