AE Wealth Management’s Macy's M Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-24,479
| Closed | -$463K | – | 1642 |
|
|
2023
Q4 | $463K | Buy |
+24,479
| New | +$463K | ﹤0.01% | 1474 |
|
|
2023
Q3 | – | Sell |
-23,916
| Closed | -$384K | – | 2020 |
|
|
2023
Q2 | $384K | Buy |
23,916
+7,590
| +46% | +$122K | ﹤0.01% | 1507 |
|
|
2023
Q1 | $286K | Sell |
16,326
-22,347
| -58% | -$391K | ﹤0.01% | 1575 |
|
|
2022
Q4 | $799K | Sell |
38,673
-1,167
| -3% | -$24.1K | 0.01% | 1082 |
|
|
2022
Q3 | $624K | Buy |
+39,840
| New | +$624K | ﹤0.01% | 1129 |
|
|
2021
Q4 | – | Sell |
-30,785
| Closed | -$696K | – | 1739 |
|
|
2021
Q3 | $696K | Buy |
+30,785
| New | +$696K | 0.01% | 1006 |
|
|
2018
Q2 | – | Sell |
-35,063
| Closed | -$1.04M | – | 473 |
|
|
2018
Q1 | $1.04M | Sell |
35,063
-9,021
| -20% | -$268K | 0.08% | 157 |
|
|
2017
Q4 | $1.11M | Buy |
44,084
+417
| +1% | +$10.5K | 0.1% | 148 |
|
|
2017
Q3 | $953K | Buy |
+43,667
| New | +$953K | 0.09% | 156 |
|