Security National Trust’s Macy's M Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-102
| Closed | -$2K | – | 410 |
|
|
2021
Q1 | $2K | Hold |
102
| – | – | ﹤0.01% | 384 |
|
|
2020
Q4 | $1K | Hold |
102
| – | – | ﹤0.01% | 402 |
|
|
2020
Q3 | $1K | Hold |
102
| – | – | ﹤0.01% | 401 |
|
|
2020
Q2 | $1K | Hold |
102
| – | – | ﹤0.01% | 397 |
|
|
2020
Q1 | $1K | Hold |
102
| – | – | ﹤0.01% | 461 |
|
|
2019
Q4 | $2K | Buy |
+102
| New | +$2K | ﹤0.01% | 426 |
|
|
2016
Q1 | – | Sell |
-475
| Closed | -$17K | – | 473 |
|
|
2015
Q4 | $17K | Sell |
475
-495
| -51% | -$17.7K | 0.01% | 337 |
|
|
2015
Q3 | $50K | Hold |
970
| – | – | 0.02% | 271 |
|
|
2015
Q2 | $65K | Hold |
970
| – | – | 0.02% | 260 |
|
|
2015
Q1 | $63K | Hold |
970
| – | – | 0.02% | 264 |
|
|
2014
Q4 | $64K | Hold |
970
| – | – | 0.02% | 256 |
|
|
2014
Q3 | $56K | Hold |
970
| – | – | 0.02% | 264 |
|
|
2014
Q2 | $56K | Hold |
970
| – | – | 0.02% | 268 |
|
|
2014
Q1 | $58K | Buy |
970
+205
| +27% | +$12.3K | 0.02% | 264 |
|
|
2013
Q4 | $41K | Hold |
765
| – | – | 0.02% | 292 |
|
|
2013
Q3 | $33K | Hold |
765
| – | – | 0.01% | 296 |
|
|
2013
Q2 | $37K | Buy |
+765
| New | +$37K | 0.02% | 279 |
|