Financial Architects (New Jersey)’s Macy's M Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-245
| Closed | -$6K | – | 1223 |
|
|
2019
Q1 | $6K | Hold |
245
| – | – | ﹤0.01% | 1071 |
|
|
2018
Q4 | $7K | Hold |
245
| – | – | ﹤0.01% | 962 |
|
|
2018
Q3 | $9K | Buy |
245
+195
| +390% | +$7.16K | ﹤0.01% | 996 |
|
|
2018
Q2 | $2K | Sell |
50
-2,000
| -98% | -$80K | ﹤0.01% | 1214 |
|
|
2018
Q1 | $61K | Sell |
2,050
-1,600
| -44% | -$47.6K | 0.01% | 504 |
|
|
2017
Q4 | $92K | Sell |
3,650
-2,100
| -37% | -$52.9K | 0.02% | 457 |
|
|
2017
Q3 | $125K | Sell |
5,750
-100
| -2% | -$2.17K | 0.02% | 408 |
|
|
2017
Q2 | $136K | Buy |
5,850
+4,200
| +255% | +$97.6K | 0.02% | 370 |
|
|
2017
Q1 | $49K | Buy |
+1,650
| New | +$49K | 0.01% | 598 |
|
|
2016
Q3 | – | Sell |
-849
| Closed | -$29K | – | 1424 |
|
|
2016
Q2 | $29K | Buy |
+849
| New | +$29K | 0.01% | 672 |
|
|
2015
Q3 | – | Sell |
-2,041
| Closed | -$138K | – | 595 |
|
|
2015
Q2 | $138K | Buy |
2,041
+600
| +42% | +$40.6K | 0.05% | 245 |
|
|
2015
Q1 | $94K | Buy |
1,441
+1,335
| +1,259% | +$87.1K | 0.04% | 292 |
|
|
2014
Q4 | $7K | Sell |
106
-43
| -29% | -$2.84K | ﹤0.01% | 738 |
|
|
2014
Q3 | $9K | Hold |
149
| – | – | ﹤0.01% | 624 |
|
|
2014
Q2 | $9K | Buy |
+149
| New | +$9K | ﹤0.01% | 650 |
|