Independent Advisor Alliance’s Macy's M Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-13,416
| Closed | -$424K | – | 429 |
|
2018
Q3 | $424K | Buy |
13,416
+612
| +5% | +$19.3K | 0.08% | 204 |
|
2018
Q2 | $471K | Sell |
12,804
-7
| -0.1% | -$257 | 0.1% | 187 |
|
2018
Q1 | $373K | Buy |
12,811
+4,481
| +54% | +$130K | 0.08% | 222 |
|
2017
Q4 | $204K | Buy |
+8,330
| New | +$204K | 0.05% | 295 |
|