Evercore Wealth Management’s Macy's M Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-10,113
| Closed | -$243K | – | 418 |
|
|
2019
Q1 | $243K | Sell |
10,113
-279
| -3% | -$7.05K | 0.01% | 361 |
|
|
2018
Q4 | $309K | Hold |
10,392
| – | – | 0.01% | 305 |
|
|
2018
Q3 | $361K | Buy |
10,392
+279
| +3% | +$10.4K | 0.01% | 318 |
|
|
2018
Q2 | $379K | Sell |
10,113
-214
| -2% | -$7.17K | 0.01% | 298 |
|
|
2018
Q1 | $307K | Sell |
10,327
-348
| -3% | -$9.4K | 0.01% | 296 |
|
|
2017
Q4 | $269K | Hold |
10,675
| – | – | 0.01% | 319 |
|
|
2017
Q3 | $233K | Hold |
10,675
| – | – | 0.01% | 342 |
|
|
2017
Q2 | $248K | Sell |
10,675
-300
| -3% | -$7.69K | 0.01% | 337 |
|
|
2017
Q1 | $325K | Sell |
10,975
-1,501
| -12% | -$46.4K | 0.01% | 311 |
|
|
2016
Q4 | $447K | Sell |
12,476
-3,432
| -22% | -$133K | 0.02% | 260 |
|
|
2016
Q3 | $589K | Sell |
15,908
-72
| -0.5% | -$2.61K | 0.02% | 230 |
|
|
2016
Q2 | $537K | Buy |
15,980
+1,781
| +13% | +$63.8K | 0.02% | 233 |
|
|
2016
Q1 | $626K | Buy |
14,199
+1,346
| +10% | +$55.6K | 0.03% | 214 |
|
|
2015
Q4 | $450K | Sell |
12,853
-214
| -2% | -$9.27K | 0.02% | 265 |
|
|
2015
Q3 | $669K | Sell |
13,067
-170
| -1% | -$10.7K | 0.03% | 220 |
|
|
2015
Q2 | $893K | Sell |
13,237
-171
| -1% | -$11.6K | 0.04% | 208 |
|
|
2015
Q1 | $868K | Buy |
13,408
+261
| +2% | +$16.8K | 0.04% | 204 |
|
|
2014
Q4 | $865K | Sell |
13,147
-481
| -4% | -$29.1K | 0.04% | 182 |
|
|
2014
Q3 | $792K | Sell |
13,628
-1,560
| -10% | -$92.5K | 0.04% | 205 |
|
|
2014
Q2 | $881K | Sell |
15,188
-1,106
| -7% | -$64.2K | 0.05% | 199 |
|
|
2014
Q1 | $968K | Sell |
16,294
-5,800
| -26% | -$322K | 0.05% | 190 |
|
|
2013
Q4 | $1.18M | Sell |
22,094
-74,392
| -77% | -$3.6M | 0.07% | 175 |
|
|
2013
Q3 | $4.17M | Buy |
96,486
+107
| +0.1% | +$5K | 0.24% | 108 |
|
|
2013
Q2 | $4.63M | Buy |
+96,379
| New | +$4.48M | 0.26% | 102 |
|
Other funds holding M
YAM
AIG
CIM
