CWM
M icon

Circle Wealth Management’s Macy's M Stock Holding History

Circle Wealth Management’s Portfolio M Stock Details M Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-17,710
Closed -$87K – 216
2020
Q1 		$87K Sell
17,710
-600
-3% -$2.95K 0.02% 188
2019
Q4 		$311K Buy
+18,310
New +$311K 0.05% 132