Reilly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $47K | Sell |
1,800
-300
| -14% | -$7.83K | ﹤0.01% | 415 |
|
|
2021
Q3 | $47K | Sell |
2,100
-500
| -19% | -$11.2K | ﹤0.01% | 385 |
|
|
2021
Q2 | $49K | Hold |
2,600
| – | – | ﹤0.01% | 380 |
|
|
2021
Q1 | $42K | Hold |
2,600
| – | – | ﹤0.01% | 391 |
|
|
2020
Q4 | $29K | Hold |
2,600
| – | – | ﹤0.01% | 424 |
|
|
2020
Q3 | $15K | Buy |
2,600
+1,100
| +73% | +$6.35K | ﹤0.01% | 495 |
|
|
2020
Q2 | $10K | Buy |
1,500
+400
| +36% | +$2.67K | ﹤0.01% | 580 |
|
|
2020
Q1 | $5K | Buy |
1,100
+900
| +450% | +$4.09K | ﹤0.01% | 685 |
|
|
2019
Q4 | $3K | Buy |
+200
| New | +$3K | ﹤0.01% | 784 |
|
|
2016
Q3 | – | Sell |
-128
| Closed | -$4K | – | 865 |
|
|
2016
Q2 | $4K | Hold |
128
| – | – | ﹤0.01% | 644 |
|
|
2016
Q1 | $6K | Buy |
+128
| New | +$6K | ﹤0.01% | 652 |
|