WealthSource Partners’s Macy's M Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-13,765
| Closed | -$214K | – | 441 |
|
|
2019
Q3 | $214K | Buy |
+13,765
| New | +$214K | 0.03% | 402 |
|
|
2017
Q4 | – | Sell |
-18,780
| Closed | -$410K | – | 318 |
|
|
2017
Q3 | $410K | Buy |
18,780
+2,675
| +17% | +$58.4K | 0.14% | 162 |
|
|
2017
Q2 | $374K | Buy |
+16,105
| New | +$374K | 0.13% | 164 |
|