Wagner 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-238
| Closed | -$17K | – | 544 |
|
|
2022
Q3 | $17K | Hold |
238
| – | – | 0.01% | 345 |
|
|
2022
Q2 | $20K | Buy |
+238
| New | +$20K | 0.02% | 331 |
|
|
2022
Q1 | – | Sell |
-238
| Closed | -$23K | – | 480 |
|
|
2021
Q4 | $23K | Hold |
238
| – | – | 0.02% | 380 |
|
|
2021
Q3 | $19K | Hold |
238
| – | – | 0.02% | 382 |
|
|
2021
Q2 | $21K | Hold |
238
| – | – | 0.02% | 378 |
|
|
2021
Q1 | $21K | Buy |
+238
| New | +$21K | 0.02% | 355 |
|