KMG Fiduciary Partners’s Macy's M Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-67,053	Closed	-$778K	–	240
2023 Q3	$778K	Sell	67,053 -2,729	-4%	-$31.7K	0.1%	147
2023 Q2	$1.12M	Buy	69,782 +6,345	+10%	+$102K	0.15%	136
2023 Q1	$1.11M	Buy	+63,437	New	+$1.11M	0.16%	135