Winch Advisory Services’s Macy's M Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-65
| Closed | -$1K | – | 497 |
|
|
2021
Q1 | $1K | Hold |
65
| – | – | ﹤0.01% | 425 |
|
|
2020
Q4 | $1K | Hold |
65
| – | – | ﹤0.01% | 406 |
|
|
2020
Q3 | $0 | Hold |
65
| – | – | ﹤0.01% | 398 |
|
|
2020
Q2 | $0 | Buy |
65
+5
| +8% | +$31 | ﹤0.01% | 393 |
|
|
2020
Q1 | $0 | Buy |
60
+1
| +2% | +$14 | ﹤0.01% | 368 |
|
|
2019
Q4 | $1K | Buy |
59
+1
| +2% | +$16 | ﹤0.01% | 344 |
|
|
2019
Q3 | $1K | Buy |
58
+1
| +2% | +$19 | ﹤0.01% | 331 |
|
|
2019
Q2 | $1K | Buy |
57
+1
| +2% | +$23 | ﹤0.01% | 413 |
|
|
2019
Q1 | $1K | Buy |
56
+1
| +2% | +$25 | ﹤0.01% | 359 |
|
|
2018
Q4 | $2K | Buy |
55
+1
| +2% | +$33 | ﹤0.01% | 296 |
|
|
2018
Q3 | $2K | Hold |
54
| – | – | ﹤0.01% | 282 |
|
|
2018
Q2 | $2K | Buy |
54
+1
| +2% | +$34 | ﹤0.01% | 289 |
|
|
2018
Q1 | $2K | Buy |
53
+1
| +2% | +$27 | ﹤0.01% | 269 |
|
|
2017
Q4 | $1K | Hold |
52
| – | – | ﹤0.01% | 292 |
|
|
2017
Q3 | $1K | Buy |
52
+1
| +2% | +$22 | ﹤0.01% | 275 |
|
|
2017
Q2 | $1K | Buy |
51
+1
| +2% | +$26 | ﹤0.01% | 285 |
|
|
2017
Q1 | $1K | Hold |
50
| – | – | ﹤0.01% | 269 |
|
|
2016
Q4 | $2K | Buy |
50
+1
| +2% | +$39 | ﹤0.01% | 232 |
|
|
2016
Q3 | $2K | Buy |
49
+1
| +2% | +$36 | ﹤0.01% | 234 |
|
|
2016
Q2 | $2K | Hold |
48
| – | – | ﹤0.01% | 230 |
|
|
2016
Q1 | $2K | Hold |
48
| – | – | ﹤0.01% | 203 |
|
|
2015
Q4 | $2K | Buy |
48
+1
| +2% | +$43 | ﹤0.01% | 218 |
|
|
2015
Q3 | $2K | Hold |
47
| – | – | ﹤0.01% | 197 |
|
|
2015
Q2 | $3K | Buy |
+47
| New | +$3.18K | ﹤0.01% | 235 |
|
Other funds holding M
YAM
