Mosaic Family Wealth’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 |
-77
| Closed | -$2K | – | 423 |
|
|
2019
Q1 | $2K | Hold |
77
| – | – | ﹤0.01% | 645 |
|
|
2018
Q4 | $2K | Hold |
77
| – | – | ﹤0.01% | 598 |
|
|
2018
Q3 | $3K | Hold |
77
| – | – | ﹤0.01% | 585 |
|
|
2018
Q2 | $3K | Hold |
77
| – | – | ﹤0.01% | 617 |
|
|
2018
Q1 | $2K | Hold |
77
| – | – | ﹤0.01% | 631 |
|
|
2017
Q4 | $2K | Sell |
77
-400
| -84% | -$10.4K | ﹤0.01% | 648 |
|
|
2017
Q3 | $10K | Hold |
477
| – | – | ﹤0.01% | 562 |
|
|
2017
Q2 | $11K | Sell |
477
-150
| -24% | -$3.46K | ﹤0.01% | 483 |
|
|
2017
Q1 | $19K | Hold |
627
| – | – | 0.01% | 434 |
|
|
2016
Q4 | $23K | Sell |
627
-9
| -1% | -$330 | 0.01% | 418 |
|
|
2016
Q3 | $24K | Hold |
636
| – | – | 0.01% | 417 |
|
|
2016
Q2 | $22K | Sell |
636
-518
| -45% | -$17.9K | 0.01% | 434 |
|
|
2016
Q1 | $50K | Sell |
1,154
-293
| -20% | -$12.7K | 0.02% | 328 |
|
|
2015
Q4 | $50K | Buy |
+1,447
| New | +$50K | 0.02% | 323 |
|