Wealthcare Advisory Partners’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
Q2 | – | Sell |
-634
| Closed | -$57K | – | 1326 |
|
|
2021
Q1 | $57K | Buy |
+634
| New | +$57K | ﹤0.01% | 838 |
|
|
2020
Q2 | – | Sell |
-248
| Closed | -$18K | – | 954 |
|
|
2020
Q1 | $18K | Buy |
+248
| New | +$18K | ﹤0.01% | 763 |
|
|
2018
Q1 | – | Sell |
-200
| Closed | -$10K | – | 1185 |
|
|
2017
Q4 | $10K | Sell |
200
-550
| -73% | -$27.5K | ﹤0.01% | 679 |
|
|
2017
Q3 | $38K | Buy |
+750
| New | +$38K | 0.01% | 345 |
|