CWM
Cadence Wealth Management’s Macerich MAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-11,070
| Closed | -$88K | – | 30 |
|
|
2022
Q3 | $88K | Sell |
11,070
-3,659
| -25% | -$29.1K | 0.08% | 28 |
|
|
2022
Q2 | $128K | Buy |
14,729
+1,046
| +8% | +$9.09K | 0.13% | 33 |
|
|
2022
Q1 | $214K | Buy |
13,683
+1,498
| +12% | +$23.4K | 0.16% | 32 |
|
|
2021
Q4 | $211K | Buy |
12,185
+1,254
| +11% | +$21.7K | 0.23% | 32 |
|
|
2021
Q3 | $183K | Buy |
10,931
+931
| +9% | +$15.6K | 0.21% | 31 |
|
|
2021
Q2 | $183K | Buy |
+10,000
| New | +$183K | 0.15% | 33 |
|