Winifred I. Li’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 | |
---|---|---|---|---|---|---|---|---|
2014
Q4 | $40K | Buy |
1,070
+60
| +6% | +$2.24K | 0.04% | 316 |
|
2014
Q3 | $34K | Buy |
1,010
+10
| +1% | +$337 | 0.03% | 327 |
|
2014
Q2 | $36K | Sell |
1,000
-48
| -5% | -$1.73K | 0.03% | 319 |
|
2014
Q1 | $38K | Hold |
1,048
| – | – | 0.03% | 313 |
|
2013
Q4 | $36K | Hold |
1,048
| – | – | 0.03% | 310 |
|
2013
Q3 | $34K | Sell |
1,048
-48
| -4% | -$1.56K | 0.03% | 311 |
|
2013
Q2 | $39K | Buy |
+1,096
| New | +$39K | 0.04% | 295 |
|