Plante Moran Financial Advisors’s Macy's M Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-240
| Closed | -$7K | – | 906 |
|
|
2018
Q1 | $7K | Hold |
240
| – | – | ﹤0.01% | 663 |
|
|
2017
Q4 | $6K | Hold |
240
| – | – | ﹤0.01% | 678 |
|
|
2017
Q3 | $5K | Buy |
+240
| New | +$5K | ﹤0.01% | 653 |
|
|
2017
Q2 | – | Sell |
-10
| Closed | – | – | 877 |
|
|
2017
Q1 | $0 | Sell |
10
-1,000
| -99% | – | ﹤0.01% | 959 |
|
|
2016
Q4 | $36K | Buy |
1,010
+1,000
| +10,000% | +$35.6K | 0.02% | 385 |
|
|
2016
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 966 |
|
|
2016
Q2 | $0 | Sell |
10
-25
| -71% | – | ﹤0.01% | 922 |
|
|
2016
Q1 | $2K | Sell |
35
-50
| -59% | -$2.86K | ﹤0.01% | 731 |
|
|
2015
Q4 | $3K | Hold |
85
| – | – | ﹤0.01% | 823 |
|
|
2015
Q3 | $4K | Sell |
85
-702
| -89% | -$33K | ﹤0.01% | 615 |
|
|
2015
Q2 | $53K | Buy |
787
+44
| +6% | +$2.96K | 0.04% | 284 |
|
|
2015
Q1 | $48K | Sell |
743
-192
| -21% | -$12.4K | 0.03% | 289 |
|
|
2014
Q4 | $61K | Hold |
935
| – | – | 0.04% | 247 |
|
|
2014
Q3 | $54K | Buy |
935
+215
| +30% | +$12.4K | 0.05% | 246 |
|
|
2014
Q2 | $42K | Buy |
720
+610
| +555% | +$35.6K | 0.04% | 260 |
|
|
2014
Q1 | $7K | Sell |
110
-1,941
| -95% | -$124K | 0.01% | 429 |
|
|
2013
Q4 | $110K | Buy |
2,051
+1,941
| +1,765% | +$104K | 0.06% | 144 |
|
|
2013
Q3 | $5K | Buy |
110
+25
| +29% | +$1.14K | ﹤0.01% | 473 |
|
|
2013
Q2 | $4K | Buy |
+85
| New | +$4K | ﹤0.01% | 470 |
|