Journey Strategic Wealth’s Macy's M Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-10,498
| Closed | -$217K | – | 269 |
|
2022
Q4 | $217K | Sell |
10,498
-1,089
| -9% | -$22.5K | 0.03% | 199 |
|
2022
Q3 | $182K | Buy |
+11,587
| New | +$182K | 0.02% | 162 |
|
2022
Q2 | – | Sell |
-11,467
| Closed | -$279K | – | 173 |
|
2022
Q1 | $279K | Buy |
11,467
+240
| +2% | +$5.84K | 0.03% | 106 |
|
2021
Q4 | $294K | Buy |
+11,227
| New | +$294K | 0.03% | 123 |
|