Berman Capital Advisors’s Macy's M Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $33K | Buy |
1,493
+200
| +15% | +$4.42K | 0.01% | 832 |
|
2021
Q2 | $24K | Buy |
1,293
+364
| +39% | +$6.76K | ﹤0.01% | 841 |
|
2021
Q1 | $15K | Buy |
929
+813
| +701% | +$13.1K | ﹤0.01% | 898 |
|
2020
Q4 | $1K | Hold |
116
| – | – | ﹤0.01% | 1552 |
|
2020
Q3 | $0 | Sell |
116
-181
| -61% | – | ﹤0.01% | 1705 |
|
2020
Q2 | $2K | Sell |
297
-49
| -14% | -$330 | ﹤0.01% | 1288 |
|
2020
Q1 | $1K | Buy |
346
+228
| +193% | +$659 | ﹤0.01% | 1326 |
|
2019
Q4 | $2K | Sell |
118
-142
| -55% | -$2.41K | ﹤0.01% | 1216 |
|
2019
Q3 | $4K | Sell |
260
-149
| -36% | -$2.29K | ﹤0.01% | 1010 |
|
2019
Q2 | $8K | Buy |
409
+22
| +6% | +$430 | ﹤0.01% | 815 |
|
2019
Q1 | $9K | Sell |
387
-296
| -43% | -$6.88K | ﹤0.01% | 695 |
|
2018
Q4 | $19K | Buy |
+683
| New | +$19K | 0.01% | 392 |
|