Kovitz Investment Group Partners’s Macy's M Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-90,699
| Closed | -$2.11M | – | 156 |
|
|
2017
Q2 | $2.11M | Sell |
90,699
-7,030
| -7% | -$163K | 0.11% | 58 |
|
|
2017
Q1 | $2.9M | Buy |
97,729
+36,309
| +59% | +$1.08M | 0.16% | 50 |
|
|
2016
Q4 | $2.2M | Buy |
61,420
+55,750
| +983% | +$2M | 0.13% | 54 |
|
|
2016
Q3 | $210K | Sell |
5,670
-66,450
| -92% | -$2.46M | 0.01% | 121 |
|
|
2016
Q2 | $1.13M | Sell |
72,120
-2,725
| -4% | -$42.6K | 0.08% | 76 |
|
|
2016
Q1 | $3.3M | Buy |
+74,845
| New | +$3.3M | 0.19% | 54 |
|