RIA
Regal Investment Advisors’s Macy's M Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-50,720
| Closed | -$1.76M | – | 355 |
|
|
2018
Q3 | $1.76M | Buy |
50,720
+8,263
| +19% | +$287K | 0.37% | 88 |
|
|
2018
Q2 | $1.59M | Buy |
+42,457
| New | +$1.59M | 0.48% | 65 |
|
|
2016
Q2 | – | Sell |
-5,366
| Closed | -$237K | – | 256 |
|
|
2016
Q1 | $237K | Sell |
5,366
-373
| -6% | -$16.5K | 0.06% | 225 |
|
|
2015
Q4 | $200K | Buy |
5,739
+5,209
| +983% | +$182K | 0.05% | 248 |
|
|
2015
Q3 | $27K | Hold |
530
| – | – | 0.01% | 512 |
|
|
2015
Q2 | $35K | Sell |
530
-40
| -7% | -$2.64K | 0.01% | 476 |
|
|
2015
Q1 | $37K | Buy |
570
+450
| +375% | +$29.2K | 0.01% | 466 |
|
|
2014
Q4 | $8K | Buy |
+120
| New | +$8K | ﹤0.01% | 666 |
|