Valeo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-495
| Closed | -$3K | – | 1726 |
|
|
2020
Q3 | $3K | Sell |
495
-303
| -38% | -$1.84K | ﹤0.01% | 1307 |
|
|
2020
Q2 | $5K | Buy |
798
+218
| +38% | +$1.37K | ﹤0.01% | 1452 |
|
|
2020
Q1 | $4K | Buy |
+580
| New | +$4K | ﹤0.01% | 1306 |
|
|
2019
Q4 | – | Sell |
-200
| Closed | -$3K | – | 1662 |
|
|
2019
Q3 | $3K | Sell |
200
-150
| -43% | -$2.25K | ﹤0.01% | 1312 |
|
|
2019
Q2 | $8K | Buy |
350
+20
| +6% | +$457 | ﹤0.01% | 1079 |
|
|
2019
Q1 | $8K | Buy |
330
+300
| +1,000% | +$7.27K | ﹤0.01% | 1022 |
|
|
2018
Q4 | $1K | Sell |
30
-22
| -42% | -$733 | ﹤0.01% | 1384 |
|
|
2018
Q3 | $2K | Buy |
52
+30
| +136% | +$1.15K | ﹤0.01% | 1472 |
|
|
2018
Q2 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 1472 |
|
|
2018
Q1 | – | Sell |
-98
| Closed | -$2K | – | 1594 |
|
|
2017
Q4 | $2K | Buy |
98
+1
| +1% | +$20 | ﹤0.01% | 1188 |
|
|
2017
Q3 | $2K | Buy |
+97
| New | +$2K | ﹤0.01% | 1020 |
|