Impact Partnership Wealth’s Macy's M Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $166K | Buy |
+14,269
| New | +$166K | 0.03% | 282 |
|
|
2025
Q1 | – | Sell |
-16,871
| Closed | -$286K | – | 309 |
|
|
2024
Q4 | $286K | Buy |
16,871
+1,229
| +8% | +$20.8K | 0.06% | 207 |
|
|
2024
Q3 | $245K | Sell |
15,642
-5,075
| -24% | -$79.6K | 0.06% | 205 |
|
|
2024
Q2 | $398K | Buy |
+20,717
| New | +$398K | 0.1% | 134 |
|
|
2024
Q1 | – | Sell |
-14,600
| Closed | -$294K | – | 803 |
|
|
2023
Q4 | $294K | Buy |
14,600
+14,411
| +7,625% | +$290K | 0.11% | 121 |
|
|
2023
Q3 | $2.2K | Sell |
189
-18,876
| -99% | -$219K | ﹤0.01% | 824 |
|
|
2023
Q2 | $306K | Buy |
+19,065
| New | +$306K | 0.11% | 138 |
|