EP Wealth Advisors’s Macy's M Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-102,870
| Closed | -$5.28M | – | 153 |
|
|
2015
Q3 | $5.28M | Sell |
102,870
-3,619
| -3% | -$186K | 1.01% | 34 |
|
|
2015
Q2 | $7.18M | Buy |
106,489
+5,704
| +6% | +$385K | 1.35% | 34 |
|
|
2015
Q1 | $6.54M | Buy |
+100,785
| New | +$6.54M | 1.23% | 35 |
|