PWAG
Polaris Wealth Advisory Group’s Macy's M Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-439,976
| Closed | -$7.06M | – | 182 |
|
|
2023
Q2 | $7.06M | Buy |
+439,976
| New | +$7.06M | 0.54% | 64 |
|
|
2020
Q1 | – | Sell |
-293,291
| Closed | -$5.14M | – | 153 |
|
|
2019
Q4 | $5.14M | Buy |
+293,291
| New | +$5.14M | 0.34% | 63 |
|
|
2019
Q1 | – | Sell |
-22,177
| Closed | -$660K | – | 163 |
|
|
2018
Q4 | $660K | Sell |
22,177
-804,483
| -97% | -$23.9M | 0.06% | 96 |
|
|
2018
Q3 | $28.7M | Buy |
+826,660
| New | +$28.7M | 1.98% | 14 |
|