River 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-8,940
| Closed | -$300K | – | 150 |
|
|
2016
Q2 | $300K | Sell |
8,940
-1,450
| -14% | -$48.7K | 0.17% | 131 |
|
|
2016
Q1 | $458K | Sell |
10,390
-352
| -3% | -$15.5K | 0.27% | 104 |
|
|
2015
Q4 | $376K | Sell |
10,742
-2,474
| -19% | -$86.6K | 0.24% | 112 |
|
|
2015
Q3 | $678K | Buy |
13,216
+494
| +4% | +$25.3K | 0.47% | 75 |
|
|
2015
Q2 | $858K | Sell |
12,722
-40
| -0.3% | -$2.7K | 0.55% | 70 |
|
|
2015
Q1 | $828K | Buy |
+12,762
| New | +$828K | 0.51% | 74 |
|