LWAC
M icon

Laurel Wealth Advisors (California)’s Macy's M Stock Holding History

Laurel Wealth Advisors (California)’s Portfolio M Stock Details M Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-20,100
Closed -$490K – 709
2022
Q1 		$490K Hold
20,100
– – 0.04% 422
2021
Q4 		$526K Buy
20,100
+5,000
+33% +$136K 0.04% 436
2021
Q3 		$341K Hold
15,100
– – 0.06% 310
2021
Q2 		$286K Buy
15,100
+100
+0.7% +$1.77K 0.04% 411
2021
Q1 		$243K Buy
+15,000
New +$229K 0.04% 400

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State Street
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Dimensional Fund Advisors
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AL
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Goldman Sachs
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Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return