Cassady Schiller Wealth Management’s Macy's M Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-100
| Closed | -$2K | – | 481 |
|
|
2024
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 423 |
|
|
2023
Q4 | $2.01K | Sell |
100
-60
| -38% | -$1.21K | ﹤0.01% | 391 |
|
|
2023
Q3 | $1.86K | Buy |
160
+60
| +60% | +$697 | ﹤0.01% | 408 |
|
|
2023
Q2 | $1.61K | Hold |
100
| – | – | ﹤0.01% | 426 |
|
|
2023
Q1 | $1.75K | Hold |
100
| – | – | ﹤0.01% | 401 |
|
|
2022
Q4 | $2.07K | Buy |
+100
| New | +$2.07K | ﹤0.01% | 414 |
|
|
2022
Q1 | – | Sell |
-300
| Closed | -$8K | – | 387 |
|
|
2021
Q4 | $8K | Buy |
+300
| New | +$8K | ﹤0.01% | 333 |
|