Sequoia 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-16,187
| Closed | -$283K | – | 982 |
|
|
2023
Q1 | $283K | Buy |
16,187
+31
| +0.2% | +$542 | 0.01% | 648 |
|
|
2022
Q4 | $334K | Buy |
+16,156
| New | +$334K | 0.01% | 553 |
|
|
2022
Q2 | – | Sell |
-16,838
| Closed | -$410K | – | 645 |
|
|
2022
Q1 | $410K | Sell |
16,838
-99
| -0.6% | -$2.41K | 0.01% | 404 |
|
|
2021
Q4 | $443K | Buy |
16,937
+1,287
| +8% | +$33.7K | 0.01% | 351 |
|
|
2021
Q3 | $354K | Sell |
15,650
-669
| -4% | -$15.1K | 0.04% | 185 |
|
|
2021
Q2 | $309K | Buy |
16,319
+80
| +0.5% | +$1.52K | 0.01% | 370 |
|
|
2021
Q1 | $263K | Buy |
16,239
+350
| +2% | +$5.67K | 0.01% | 373 |
|
|
2020
Q4 | $179K | Buy |
+15,889
| New | +$179K | 0.01% | 399 |
|