SWA
Sutton Wealth Advisors’s Macy's M Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-40
| Closed | -$642 | – | 877 |
|
2023
Q2 | $642 | Hold |
40
| – | – | ﹤0.01% | 796 |
|
2023
Q1 | $700 | Sell |
40
-16
| -29% | -$280 | ﹤0.01% | 753 |
|
2022
Q4 | $1.16K | Buy |
56
+16
| +40% | +$330 | ﹤0.01% | 1289 |
|
2022
Q3 | $627 | Sell |
40
-28
| -41% | -$439 | ﹤0.01% | 1421 |
|
2022
Q2 | $1.25K | Hold |
68
| – | – | ﹤0.01% | 1240 |
|
2022
Q1 | $1.66K | Sell |
68
-5,803
| -99% | -$141K | ﹤0.01% | 1232 |
|
2021
Q4 | $154K | Buy |
5,871
+35
| +0.6% | +$916 | 0.05% | 208 |
|
2021
Q3 | $132K | Hold |
5,836
| – | – | 0.05% | 220 |
|
2021
Q2 | $111K | Hold |
5,836
| – | – | 0.04% | 240 |
|
2021
Q1 | $94.5K | Hold |
5,836
| – | – | 0.04% | 249 |
|
2020
Q4 | $65.7K | Sell |
5,836
-2,629
| -31% | -$29.6K | 0.03% | 296 |
|
2020
Q3 | $48.3K | Hold |
8,465
| – | – | 0.02% | 312 |
|
2020
Q2 | $58.2K | Buy |
+8,465
| New | +$58.2K | 0.03% | 273 |
|
2020
Q1 | – | Sell |
-39
| Closed | -$663 | – | 1238 |
|
2019
Q4 | $663 | Hold |
39
| – | – | ﹤0.01% | 1139 |
|
2019
Q3 | $606 | Hold |
39
| – | – | ﹤0.01% | 1148 |
|
2019
Q2 | $837 | Hold |
39
| – | – | ﹤0.01% | 1114 |
|
2019
Q1 | $937 | Hold |
39
| – | – | ﹤0.01% | 1115 |
|
2018
Q4 | $1.16K | Hold |
39
| – | – | ﹤0.01% | 1029 |
|
2018
Q3 | $1.35K | Hold |
39
| – | – | ﹤0.01% | 1020 |
|
2018
Q2 | $1.46K | Hold |
39
| – | – | ﹤0.01% | 1038 |
|
2018
Q1 | $1.16K | Hold |
39
| – | – | ﹤0.01% | 1035 |
|
2017
Q4 | $982 | Hold |
39
| – | – | ﹤0.01% | 1010 |
|
2017
Q3 | $851 | Hold |
39
| – | – | ﹤0.01% | 1009 |
|
2017
Q2 | $906 | Hold |
39
| – | – | ﹤0.01% | 1001 |
|
2017
Q1 | $1.16K | Sell |
39
-13
| -25% | -$385 | ﹤0.01% | 967 |
|
2016
Q4 | $1.86K | Hold |
52
| – | – | ﹤0.01% | 933 |
|
2016
Q3 | $1.93K | Buy |
52
+13
| +33% | +$482 | ﹤0.01% | 922 |
|
2016
Q2 | $1.31K | Sell |
39
-6
| -13% | -$202 | ﹤0.01% | 909 |
|
2016
Q1 | $1.98K | Buy |
+45
| New | +$1.98K | ﹤0.01% | 879 |
|