Carolina Wealth Advisors’s Macy's M Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-18,551
| Closed | -$383K | – | 284 |
|
|
2022
Q4 | $383K | Buy |
18,551
+1,999
| +12% | +$41.3K | 0.24% | 52 |
|
|
2022
Q3 | $259K | Buy |
16,552
+1,623
| +11% | +$25.4K | 0.2% | 59 |
|
|
2022
Q2 | $273K | Buy |
14,929
+2,498
| +20% | +$45.7K | 0.18% | 64 |
|
|
2022
Q1 | $303K | Buy |
12,431
+996
| +9% | +$24.3K | 0.19% | 52 |
|
|
2021
Q4 | $299K | Buy |
11,435
+2,908
| +34% | +$76K | 0.17% | 41 |
|
|
2021
Q3 | $193K | Buy |
+8,527
| New | +$193K | 0.13% | 60 |
|
|
2020
Q3 | – | Sell |
-2,186
| Closed | -$15K | – | 223 |
|
|
2020
Q2 | $15K | Hold |
2,186
| – | – | 0.01% | 98 |
|
|
2020
Q1 | $11K | Buy |
+2,186
| New | +$11K | 0.01% | 103 |
|