CWA
Constellation Wealth Advisors’s Macy's M Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-9,070
| Closed | -$612K | – | 124 |
|
|
2015
Q2 | $612K | Buy |
+9,070
| New | +$612K | 0.05% | 132 |
|
|
2014
Q2 | – | Sell |
-42,617
| Closed | -$2.53M | – | 205 |
|
|
2014
Q1 | $2.53M | Buy |
42,617
+410
| +1% | +$24.3K | 0.25% | 93 |
|
|
2013
Q4 | $2.25M | Buy |
42,207
+7,877
| +23% | +$420K | 0.22% | 101 |
|
|
2013
Q3 | $1.49M | Buy |
34,330
+1,875
| +6% | +$81.1K | 0.17% | 110 |
|
|
2013
Q2 | $1.56M | Buy |
+32,455
| New | +$1.56M | 0.19% | 107 |
|