Sowell Financial Services’s Macy's M Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-14,908
| Closed | -$241K | – | 567 |
|
|
2023
Q2 | $241K | Buy |
+14,908
| New | +$241K | 0.01% | 534 |
|
|
2021
Q3 | – | Sell |
-12,715
| Closed | -$241K | – | 526 |
|
|
2021
Q2 | $241K | Buy |
12,715
+11,450
| +905% | +$217K | 0.02% | 492 |
|
|
2021
Q1 | $22K | Buy |
1,265
+900
| +247% | +$15.7K | ﹤0.01% | 2023 |
|
|
2020
Q4 | $4K | Hold |
365
| – | – | ﹤0.01% | 2334 |
|
|
2020
Q3 | $2K | Buy |
365
+100
| +38% | +$548 | ﹤0.01% | 2234 |
|
|
2020
Q2 | $2K | Sell |
265
-420
| -61% | -$3.17K | ﹤0.01% | 2178 |
|
|
2020
Q1 | $3K | Buy |
685
+440
| +180% | +$1.93K | ﹤0.01% | 1991 |
|
|
2019
Q4 | $4K | Sell |
245
-963
| -80% | -$15.7K | ﹤0.01% | 1984 |
|
|
2019
Q3 | $19K | Buy |
+1,208
| New | +$19K | ﹤0.01% | 1298 |
|
|
2019
Q1 | – | Sell |
-18,027
| Closed | -$537K | – | 575 |
|
|
2018
Q4 | $537K | Buy |
18,027
+3,742
| +26% | +$111K | 0.08% | 258 |
|
|
2018
Q3 | $496K | Buy |
+14,285
| New | +$496K | 0.07% | 198 |
|