Glassman Wealth Services’s Macy's M Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,224
| Closed | -$24.6K | – | 1114 |
|
|
2023
Q4 | $24.6K | Buy |
1,224
+743
| +154% | +$10.8K | ﹤0.01% | 642 |
|
|
2023
Q3 | $5.58K | Buy |
481
+412
| +597% | +$5.77K | ﹤0.01% | 1032 |
|
|
2023
Q2 | $1.11K | Buy |
69
+62
| +886% | +$992 | ﹤0.01% | 1415 |
|
|
2023
Q1 | $122 | Sell |
7
-6
| -46% | -$127 | ﹤0.01% | 1860 |
|
|
2022
Q4 | $268 | Sell |
13
-12
| -48% | -$246 | ﹤0.01% | 1732 |
|
|
2022
Q3 | $0 | Buy |
25
+2
| +9% | +$35 | ﹤0.01% | 1859 |
|
|
2022
Q2 | $0 | Sell |
23
-15
| -39% | -$339 | ﹤0.01% | 1865 |
|
|
2022
Q1 | $1K | Buy |
38
+11
| +41% | +$282 | ﹤0.01% | 1440 |
|
|
2021
Q4 | $1K | Hold |
27
| – | – | ﹤0.01% | 1420 |
|
|
2021
Q3 | $1K | Buy |
+27
| New | +$540 | ﹤0.01% | 1390 |
|
|
2020
Q1 | – | Sell |
-54
| Closed | -$1K | – | 1373 |
|
|
2019
Q4 | $1K | Buy |
+54
| New | +$845 | ﹤0.01% | 968 |
|
|
2019
Q3 | – | Sell |
-109
| Closed | -$2K | – | 1233 |
|
|
2019
Q2 | $2K | Buy |
109
+70
| +179% | +$1.59K | ﹤0.01% | 729 |
|
|
2019
Q1 | $1K | Buy |
39
+13
| +50% | +$328 | ﹤0.01% | 837 |
|
|
2018
Q4 | $1K | Hold |
26
| – | – | ﹤0.01% | 655 |
|
|
2018
Q3 | $1K | Hold |
26
| – | – | ﹤0.01% | 705 |
|
|
2018
Q2 | $1K | Buy |
26
+16
| +160% | +$536 | ﹤0.01% | 682 |
|
|
2018
Q1 | $0 | Buy |
+10
| New | +$270 | ﹤0.01% | 836 |
|
|
2017
Q3 | – | Sell |
-32
| Closed | -$1K | – | 594 |
|
|
2017
Q2 | $1K | Sell |
32
-31
| -49% | -$794 | ﹤0.01% | 477 |
|
|
2017
Q1 | $2K | Buy |
63
+48
| +320% | +$1.48K | ﹤0.01% | 450 |
|
|
2016
Q4 | $1K | Buy |
15
+3
| +25% | +$117 | ﹤0.01% | 564 |
|
|
2016
Q3 | $0 | Buy |
+12
| New | +$435 | ﹤0.01% | 545 |
|
|
2015
Q1 | – | Sell |
-350
| Closed | -$23K | – | 447 |
|
|
2014
Q4 | $23K | Buy |
+350
| New | +$21.2K | 0.02% | 228 |
|
Other funds holding M
