Avantax Planning Partners’s Macy's M Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-160
| Closed | -$6K | – | 819 |
|
|
2018
Q3 | $6K | Buy |
+160
| New | +$6K | ﹤0.01% | 1036 |
|
|
2018
Q2 | – | Sell |
-24,210
| Closed | -$720K | – | 935 |
|
|
2018
Q1 | $720K | Buy |
24,210
+148
| +0.6% | +$4.4K | 0.06% | 135 |
|
|
2017
Q4 | $606K | Buy |
24,062
+31
| +0.1% | +$781 | 0.06% | 147 |
|
|
2017
Q3 | $524K | Buy |
+24,031
| New | +$524K | 0.04% | 202 |
|