Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-402
| Closed | -$15K | – | 700 |
|
|
2016
Q3 | $15K | Sell |
402
-90
| -18% | -$3.36K | 0.01% | 676 |
|
|
2016
Q2 | $17K | Buy |
492
+342
| +228% | +$11.8K | 0.01% | 628 |
|
|
2016
Q1 | $7K | Hold |
150
| – | – | ﹤0.01% | 781 |
|
|
2015
Q4 | $5K | Sell |
150
-51
| -25% | -$1.7K | ﹤0.01% | 937 |
|
|
2015
Q3 | $10K | Sell |
201
-31
| -13% | -$1.54K | ﹤0.01% | 766 |
|
|
2015
Q2 | $16K | Buy |
232
+31
| +15% | +$2.14K | 0.01% | 668 |
|
|
2015
Q1 | $13K | Buy |
+201
| New | +$13K | 0.01% | 700 |
|