Bragg Financial Advisors’s Macy's M Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-3,521
| Closed | -$238K | – | 226 |
|
|
2015
Q2 | $238K | Sell |
3,521
-80
| -2% | -$5.41K | 0.05% | 223 |
|
|
2015
Q1 | $234K | Sell |
3,601
-135
| -4% | -$8.77K | 0.05% | 220 |
|
|
2014
Q4 | $246K | Sell |
3,736
-83
| -2% | -$5.47K | 0.06% | 211 |
|
|
2014
Q3 | $222K | Sell |
3,819
-27
| -0.7% | -$1.57K | 0.06% | 214 |
|
|
2014
Q2 | $223K | Sell |
3,846
-170
| -4% | -$9.86K | 0.05% | 220 |
|
|
2014
Q1 | $238K | Hold |
4,016
| – | – | 0.06% | 219 |
|
|
2013
Q4 | $214K | Buy |
+4,016
| New | +$214K | 0.05% | 227 |
|