Schneider Downs Wealth Management 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
Q3 | – | Sell |
-2,731
| Closed | -$227K | – | 140 |
|
|
2022
Q2 | $227K | Hold |
2,731
| – | – | 0.06% | 125 |
|
|
2022
Q1 | $273K | Hold |
2,731
| – | – | 0.07% | 115 |
|
|
2021
Q4 | $264K | Sell |
2,731
-29
| -1% | -$2.8K | 0.06% | 129 |
|
|
2021
Q3 | $224K | Sell |
2,760
-11
| -0.4% | -$893 | 0.06% | 135 |
|
|
2021
Q2 | $245K | Buy |
2,771
+11
| +0.4% | +$973 | 0.06% | 122 |
|
|
2021
Q1 | $246K | Buy |
+2,760
| New | +$246K | 0.06% | 114 |
|