Loring Wolcott & Coolidge Fiduciary Advisors’s Macy's M Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-56
| Closed | -$1K | – | 744 |
|
2019
Q1 | $1K | Buy |
+56
| New | +$1K | ﹤0.01% | 681 |
|
2016
Q2 | – | Sell |
-206
| Closed | -$9K | – | 641 |
|
2016
Q1 | $9K | Hold |
206
| – | – | ﹤0.01% | 545 |
|
2015
Q4 | $7K | Hold |
206
| – | – | ﹤0.01% | 584 |
|
2015
Q3 | $14K | Hold |
206
| – | – | ﹤0.01% | 516 |
|
2015
Q2 | $14K | Hold |
206
| – | – | ﹤0.01% | 516 |
|
2015
Q1 | $13K | Hold |
206
| – | – | ﹤0.01% | 543 |
|
2014
Q4 | $14K | Hold |
206
| – | – | ﹤0.01% | 530 |
|
2014
Q3 | $12K | Sell |
206
-825
| -80% | -$48.1K | ﹤0.01% | 523 |
|
2014
Q2 | $60K | Sell |
1,031
-275
| -21% | -$16K | ﹤0.01% | 415 |
|
2014
Q1 | $77K | Buy |
+1,306
| New | +$77K | ﹤0.01% | 368 |
|