Laurel Wealth Advisors (California)’s Macy's M Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-20,100
| Closed | -$490K | – | 708 |
|
2022
Q1 | $490K | Hold |
20,100
| – | – | 0.04% | 420 |
|
2021
Q4 | $526K | Buy |
20,100
+5,000
| +33% | +$131K | 0.04% | 436 |
|
2021
Q3 | $341K | Hold |
15,100
| – | – | 0.06% | 310 |
|
2021
Q2 | $286K | Buy |
15,100
+100
| +0.7% | +$1.89K | 0.04% | 411 |
|
2021
Q1 | $243K | Buy |
+15,000
| New | +$243K | 0.04% | 400 |
|