WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $16K | Buy |
320
+2
| +0.6% | +$100 | ﹤0.01% | 1011 |
|
|
2017
Q1 | $16K | Sell |
318
-314
| -50% | -$15.8K | ﹤0.01% | 943 |
|
|
2016
Q4 | $29K | Buy |
632
+4
| +0.6% | +$184 | 0.01% | 850 |
|
|
2016
Q3 | $31K | Buy |
628
+2
| +0.3% | +$99 | 0.01% | 829 |
|
|
2016
Q2 | $33K | Buy |
626
+2
| +0.3% | +$105 | 0.01% | 807 |
|
|
2016
Q1 | $31K | Buy |
624
+4
| +0.6% | +$199 | 0.01% | 786 |
|
|
2015
Q4 | $27K | Buy |
620
+2
| +0.3% | +$87 | 0.01% | 823 |
|
|
2015
Q3 | $25K | Buy |
618
+4
| +0.7% | +$162 | 0.01% | 828 |
|
|
2015
Q2 | $25K | Sell |
614
-124
| -17% | -$5.05K | 0.01% | 916 |
|
|
2015
Q1 | $28K | Sell |
738
-3,492
| -83% | -$132K | 0.01% | 902 |
|
|
2014
Q4 | $157K | Buy |
4,230
+8
| +0.2% | +$297 | 0.03% | 506 |
|
|
2014
Q3 | $141K | Buy |
4,222
+512
| +14% | +$17.1K | 0.03% | 542 |
|
|
2014
Q2 | $133K | Buy |
3,710
+64
| +2% | +$2.29K | 0.02% | 560 |
|
|
2014
Q1 | $131K | Buy |
3,646
+156
| +4% | +$5.61K | 0.03% | 549 |
|
|
2013
Q4 | $120K | Sell |
3,490
-388
| -10% | -$13.3K | 0.02% | 678 |
|
|
2013
Q3 | $125K | Sell |
3,878
-908
| -19% | -$29.3K | 0.02% | 632 |
|
|
2013
Q2 | $168K | Buy |
+4,786
| New | +$168K | 0.03% | 507 |
|