One Wealth 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 |
-10,496
| Closed | -$252K | – | 328 |
|
2019
Q1 | $252K | Sell |
10,496
-108
| -1% | -$2.59K | 0.21% | 83 |
|
2018
Q4 | $316K | Buy |
10,604
+2,021
| +24% | +$60.2K | 0.31% | 55 |
|
2018
Q3 | $301K | Buy |
8,583
+37
| +0.4% | +$1.3K | 0.23% | 84 |
|
2018
Q2 | $320K | Buy |
8,546
+7,270
| +570% | +$272K | 0.26% | 75 |
|
2018
Q1 | $38K | Sell |
1,276
-68
| -5% | -$2.03K | 0.03% | 266 |
|
2017
Q4 | $34K | Buy |
+1,344
| New | +$34K | 0.03% | 297 |
|