Gradient Investments’s Macy's M Stock Holding History

Gradient Investments’s Portfolio M Stock Details M Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-19	Closed	-$365	–	896
2024 Q2	$365	Hold	19	–	–	﹤0.01%	1217
2024 Q1	$380	Hold	19	–	–	﹤0.01%	1054
2023 Q4	$382	Hold	19	–	–	﹤0.01%	1641
2023 Q3	$221	Hold	19	–	–	﹤0.01%	1667
2023 Q2	$305	Hold	19	–	–	﹤0.01%	1598
2023 Q1	$332	Buy	+19	New	+$332	﹤0.01%	1324
2022 Q3	–	Sell	-32	Closed	-$1K	–	1458
2022 Q2	$1K	Hold	32	–	–	﹤0.01%	1143
2022 Q1	$1K	Hold	32	–	–	﹤0.01%	1109
2021 Q4	$1K	Hold	32	–	–	﹤0.01%	1160
2021 Q3	$1K	Hold	32	–	–	﹤0.01%	1085
2021 Q2	$1K	Hold	32	–	–	﹤0.01%	1084
2021 Q1	$1K	Sell	32 -434	-93%	-$13.6K	﹤0.01%	1092
2020 Q4	$3K	Hold	466	–	–	﹤0.01%	890
2020 Q3	$3K	Buy	466 +434	+1,356%	+$2.79K	﹤0.01%	896
2020 Q2	$0	Hold	32	–	–	﹤0.01%	1134
2020 Q1	$0	Hold	32	–	–	﹤0.01%	1174
2019 Q4	$1K	Hold	32	–	–	﹤0.01%	1029
2019 Q3	$0	Sell	32 -390	-92%	–	﹤0.01%	1179
2019 Q2	$9K	Buy	422 +390	+1,219%	+$8.32K	﹤0.01%	675
2019 Q1	$1K	Hold	32	–	–	﹤0.01%	800
2018 Q4	$1K	Hold	32	–	–	﹤0.01%	876
2018 Q3	$1K	Hold	32	–	–	﹤0.01%	918
2018 Q2	$1K	Hold	32	–	–	﹤0.01%	907
2018 Q1	$1K	Hold	32	–	–	﹤0.01%	915
2017 Q4	$1K	Buy	+32	New	+$1K	﹤0.01%	918
2017 Q3	–	Sell	-32	Closed	-$1K	–	512
2017 Q2	$1K	Hold	32	–	–	﹤0.01%	743
2017 Q1	$1K	Hold	32	–	–	﹤0.01%	721
2016 Q4	$1K	Hold	32	–	–	﹤0.01%	681
2016 Q3	$1K	Hold	32	–	–	﹤0.01%	660
2016 Q2	$1K	Hold	32	–	–	﹤0.01%	662
2016 Q1	$1K	Sell	32 -106	-77%	-$3.31K	﹤0.01%	675
2015 Q4	$5K	Hold	138	–	–	﹤0.01%	490
2015 Q3	$7K	Hold	138	–	–	﹤0.01%	424
2015 Q2	$9K	Buy	138 +106	+331%	+$6.91K	﹤0.01%	403
2015 Q1	$2K	Sell	32 -15	-32%	-$938	﹤0.01%	543
2014 Q4	$3K	Buy	47 +15	+47%	+$957	﹤0.01%	463
2014 Q3	$2K	Hold	32	–	–	﹤0.01%	419
2014 Q2	$2K	Hold	32	–	–	﹤0.01%	434
2014 Q1	$2K	Hold	32	–	–	﹤0.01%	446
2013 Q4	$2K	Buy	+32	New	+$2K	﹤0.01%	511