SWM
Segment Wealth Management’s Macerich MAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-7,342
| Closed | -$520K | – | 188 |
|
|
2016
Q4 | $520K | Sell |
7,342
-24,096
| -77% | -$1.71M | 0.19% | 102 |
|
|
2016
Q3 | $2.54M | Buy |
31,438
+67
| +0.2% | +$5.42K | 1% | 32 |
|
|
2016
Q2 | $2.68M | Sell |
31,371
-2,144
| -6% | -$183K | 1.11% | 33 |
|
|
2016
Q1 | $2.66M | Buy |
33,515
+31,033
| +1,250% | +$2.46M | 0.99% | 38 |
|
|
2015
Q4 | $200K | Buy |
+2,482
| New | +$200K | 0.08% | 152 |
|
|
2015
Q2 | – | Sell |
-2,482
| Closed | -$209K | – | 177 |
|
|
2015
Q1 | $209K | Hold |
2,482
| – | – | 0.07% | 166 |
|
|
2014
Q4 | $207K | Buy |
+2,482
| New | +$207K | 0.08% | 145 |
|