Bell & Brown Wealth Advisors’s Macy's M Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-49,789
| Closed | -$1.07M | – | 85 |
|
|
2019
Q2 | $1.07M | Sell |
49,789
-1,921
| -4% | -$41.2K | 0.94% | 47 |
|
|
2019
Q1 | $1.24M | Sell |
51,710
-11,416
| -18% | -$274K | 1.13% | 36 |
|
|
2018
Q4 | $1.88M | Sell |
63,126
-1,477
| -2% | -$44K | 2.01% | 16 |
|
|
2018
Q3 | $2.22M | Sell |
64,603
-6,345
| -9% | -$218K | 2.06% | 12 |
|
|
2018
Q2 | $2.66M | Buy |
70,948
+635
| +0.9% | +$23.8K | 2.62% | 5 |
|
|
2018
Q1 | $2.2M | Sell |
70,313
-7,823
| -10% | -$244K | 2.31% | 6 |
|
|
2017
Q4 | $1.97M | Buy |
+78,136
| New | +$1.97M | 2.04% | 9 |
|