Waverly Advisors’s Macy's M Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-141
| Closed | -$4K | – | 289 |
|
|
2017
Q4 | $4K | Buy |
+141
| New | +$4K | ﹤0.01% | 373 |
|
|
2015
Q4 | – | Sell |
-200
| Closed | -$10K | – | 285 |
|
|
2015
Q3 | $10K | Hold |
200
| – | – | 0.01% | 344 |
|
|
2015
Q2 | $13K | Buy |
+200
| New | +$13K | 0.01% | 252 |
|
|
2014
Q4 | – | Sell |
-959
| Closed | -$56K | – | 562 |
|
|
2014
Q3 | $56K | Hold |
959
| – | – | 0.03% | 207 |
|
|
2014
Q2 | $56K | Hold |
959
| – | – | 0.02% | 220 |
|
|
2014
Q1 | $57K | Sell |
959
-143
| -13% | -$8.5K | 0.03% | 207 |
|
|
2013
Q4 | $59K | Buy |
1,102
+902
| +451% | +$48.3K | 0.02% | 309 |
|
|
2013
Q3 | $9K | Buy |
+200
| New | +$9K | ﹤0.01% | 449 |
|