B. Riley Wealth Advisors’s Macy's M Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-12,594
| Closed | -$196K | – | 1231 |
|
|
2024
Q3 | $196K | Sell |
12,594
-2,562
| -17% | -$41.6K | 0.01% | 1148 |
|
|
2024
Q2 | $294K | Sell |
15,156
-1,787
| -11% | -$34.1K | 0.01% | 1038 |
|
|
2024
Q1 | $200K | Buy |
16,943
+4,122
| +32% | +$79.7K | 0.01% | 1280 |
|
|
2023
Q4 | $260K | Sell |
12,821
-4,122
| -24% | -$59.6K | 0.01% | 1114 |
|
|
2023
Q3 | $200K | Sell |
16,943
-3,813
| -18% | -$53.4K | 0.01% | 1280 |
|
|
2023
Q2 | $337K | Sell |
20,756
-12
| -0.1% | -$192 | 0.01% | 1057 |
|
|
2023
Q1 | $367K | Sell |
20,768
-1,220
| -6% | -$25.8K | 0.01% | 958 |
|
|
2022
Q4 | $457K | Buy |
21,988
+325
| +2% | +$6.66K | 0.01% | 825 |
|
|
2022
Q3 | $340K | Sell |
21,663
-287
| -1% | -$5.08K | 0.01% | 940 |
|
|
2022
Q2 | $402K | Buy |
21,950
+419
| +2% | +$9.48K | 0.02% | 747 |
|
|
2022
Q1 | $525K | Buy |
+21,531
| New | +$552K | 0.02% | 724 |
|
|
2021
Q1 | – | Sell |
-10,923
| Closed | -$123K | – | 1388 |
|
|
2020
Q4 | $123K | Sell |
10,923
-7,062
| -39% | -$60.4K | 0.01% | 969 |
|
|
2020
Q3 | $103K | Buy |
17,985
+4,827
| +37% | +$32.2K | 0.01% | 890 |
|
|
2020
Q2 | $91K | Sell |
13,158
-109
| -0.8% | -$671 | 0.01% | 826 |
|
|
2020
Q1 | $66K | Buy |
+13,267
| New | +$180K | 0.01% | 751 |
|
|
2016
Q4 | – | Sell |
-6,038
| Closed | -$225K | – | 596 |
|
|
2016
Q3 | $225K | Buy |
+6,038
| New | +$219K | 0.04% | 502 |
|
|
2015
Q1 | – | Sell |
-1,270
| Closed | -$84 | – | 1376 |
|
|
2014
Q4 | $84 | Buy |
+1,270
| New | +$76.8K | ﹤0.01% | 1821 |
|
|
2014
Q3 | – | Sell |
-1,060
| Closed | -$61.5K | – | 1358 |
|
|
2014
Q2 | $61.5K | Buy |
+1,060
| New | +$61.5K | 0.01% | 933 |
|
Other funds holding M
CCPM
