Summit Trail Advisors’s Macy's M Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $444K | Buy |
+38,740
| New | +$444K | 0.01% | 775 |
|
|
2025
Q1 | – | Sell |
-11,416
| Closed | -$196K | – | 449 |
|
|
2024
Q4 | $196K | Buy |
+11,416
| New | +$196K | 0.01% | 360 |
|
|
2018
Q3 | – | Sell |
-900
| Closed | -$34K | – | 380 |
|
|
2018
Q2 | $34K | Buy |
+900
| New | +$34K | 0.01% | 339 |
|
|
2018
Q1 | – | Sell |
-1,093
| Closed | -$29K | – | 1153 |
|
|
2017
Q4 | $29K | Buy |
+1,093
| New | +$29K | ﹤0.01% | 952 |
|