BWA
Burt Wealth Advisors’s Macy's M Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-178
| Closed | -$1K | – | 427 |
|
|
2020
Q1 | $1K | Hold |
178
| – | – | ﹤0.01% | 377 |
|
|
2019
Q4 | $3K | Hold |
178
| – | – | ﹤0.01% | 307 |
|
|
2019
Q3 | $3K | Hold |
178
| – | – | ﹤0.01% | 310 |
|
|
2019
Q2 | $4K | Hold |
178
| – | – | ﹤0.01% | 305 |
|
|
2019
Q1 | $4K | Hold |
178
| – | – | ﹤0.01% | 311 |
|
|
2018
Q4 | $5K | Hold |
178
| – | – | ﹤0.01% | 306 |
|
|
2018
Q3 | $6K | Hold |
178
| – | – | ﹤0.01% | 318 |
|
|
2018
Q2 | $7K | Hold |
178
| – | – | ﹤0.01% | 299 |
|
|
2018
Q1 | $5K | Hold |
178
| – | – | ﹤0.01% | 315 |
|
|
2017
Q4 | $4K | Buy |
+178
| New | +$4K | ﹤0.01% | 317 |
|
|
2016
Q1 | – | Sell |
-77
| Closed | -$2K | – | 703 |
|
|
2015
Q4 | $2K | Buy |
+77
| New | +$2K | ﹤0.01% | 455 |
|