BWM
BerganKDV Wealth Management’s Macy's M Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-100
| Closed | -$1K | – | 988 |
|
|
2020
Q3 | $1K | Sell |
100
-100
| -50% | -$1K | ﹤0.01% | 832 |
|
|
2020
Q2 | $1K | Buy |
200
+168
| +525% | +$840 | ﹤0.01% | 879 |
|
|
2020
Q1 | $0 | Hold |
32
| – | – | ﹤0.01% | 972 |
|
|
2019
Q4 | $1K | Hold |
32
| – | – | ﹤0.01% | 870 |
|
|
2019
Q3 | $0 | Hold |
32
| – | – | ﹤0.01% | 737 |
|
|
2019
Q2 | $1K | Hold |
32
| – | – | ﹤0.01% | 708 |
|
|
2019
Q1 | $1K | Hold |
32
| – | – | ﹤0.01% | 703 |
|
|
2018
Q4 | $1K | Buy |
+32
| New | +$1K | ﹤0.01% | 665 |
|