Golden State Wealth Management’s Macy's M Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,708
| Closed | -$10K | – | 344 |
|
|
2020
Q3 | $10K | Buy |
+1,708
| New | +$10K | ﹤0.01% | 402 |
|
|
2020
Q2 | – | Sell |
-1,708
| Closed | -$8K | – | 597 |
|
|
2020
Q1 | $8K | Buy |
+1,708
| New | +$8K | ﹤0.01% | 657 |
|
|
2019
Q4 | – | Sell |
-7,708
| Closed | -$120K | – | 560 |
|
|
2019
Q3 | $120K | Hold |
7,708
| – | – | 0.04% | 289 |
|
|
2019
Q2 | $165K | Buy |
7,708
+6,000
| +351% | +$128K | 0.05% | 248 |
|
|
2019
Q1 | $41K | Buy |
+1,708
| New | +$41K | 0.01% | 497 |
|