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WealthShield Partners’s McCormick & Company Non-Voting MKC Stock Holding History

WealthShield Partners’s Portfolio MKC Stock Details MKC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-586
Closed -$52K – 992
2021
Q1 		$52K Buy
+586
New +$52.1K 0.01% 451
2020
Q2 		– Sell
-3,646
Closed -$257K – 336
2020
Q1 		$257K Sell
3,646
-762
-17% -$59.1K 0.16% 128
2019
Q4 		$374K Sell
4,408
-152
-3% -$12.6K 0.18% 122
2019
Q3 		$356K Buy
4,560
+690
+18% +$55.4K 0.19% 119
2019
Q2 		$300K Buy
+3,870
New +$298K 0.17% 118

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