Moneta Group Investment Advisors’s Macy's M Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-12,000
| Closed | -$779K | – | 144 |
|
|
2015
Q1 | $779K | Buy |
12,000
+5,000
| +71% | +$325K | 0.33% | 57 |
|
|
2014
Q4 | $460K | Buy |
7,000
+3,000
| +75% | +$197K | 0.22% | 80 |
|
|
2014
Q3 | $233K | Hold |
4,000
| – | – | 0.12% | 123 |
|
|
2014
Q2 | $232K | Hold |
4,000
| – | – | 0.12% | 123 |
|
|
2014
Q1 | $237K | Buy |
+4,000
| New | +$237K | 0.14% | 108 |
|