WealthShield 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 |
-586
| Closed | -$52K | – | 991 |
|
|
2021
Q1 | $52K | Buy |
+586
| New | +$52K | 0.01% | 451 |
|
|
2020
Q2 | – | Sell |
-3,646
| Closed | -$257K | – | 336 |
|
|
2020
Q1 | $257K | Sell |
3,646
-762
| -17% | -$53.7K | 0.16% | 128 |
|
|
2019
Q4 | $374K | Sell |
4,408
-152
| -3% | -$12.9K | 0.18% | 122 |
|
|
2019
Q3 | $356K | Buy |
4,560
+690
| +18% | +$53.9K | 0.19% | 119 |
|
|
2019
Q2 | $300K | Buy |
+3,870
| New | +$300K | 0.17% | 118 |
|