Concert 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-5,913
| Closed | -$261K | – | 704 |
|
|
2016
Q1 | $261K | Sell |
5,913
-419
| -7% | -$18.5K | 0.03% | 503 |
|
|
2015
Q4 | $217K | Sell |
6,332
-2,084
| -25% | -$71.4K | 0.03% | 572 |
|
|
2015
Q3 | $430K | Buy |
8,416
+1,760
| +26% | +$89.9K | 0.06% | 390 |
|
|
2015
Q2 | $444K | Sell |
6,656
-713
| -10% | -$47.6K | 0.06% | 386 |
|
|
2015
Q1 | $382K | Sell |
7,369
-483
| -6% | -$25K | 0.11% | 252 |
|
|
2014
Q4 | $512K | Buy |
7,852
+1,335
| +20% | +$87.1K | 0.08% | 317 |
|
|
2014
Q3 | $383K | Buy |
6,517
+297
| +5% | +$17.5K | 0.05% | 327 |
|
|
2014
Q2 | $337K | Buy |
6,220
+210
| +3% | +$11.4K | 0.04% | 386 |
|
|
2014
Q1 | $355K | Buy |
6,010
+709
| +13% | +$41.9K | 0.04% | 364 |
|
|
2013
Q4 | $282K | Buy |
+5,301
| New | +$282K | 0.04% | 397 |
|