Winslow Evans & Crocker’s Macy's M Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $22K | Buy |
1,900
+1,300
| +217% | +$15.1K | ﹤0.01% | 769 |
|
|
2020
Q3 | $3K | Hold |
600
| – | – | ﹤0.01% | 955 |
|
|
2020
Q2 | $4K | Sell |
600
-1,000
| -63% | -$6.67K | ﹤0.01% | 925 |
|
|
2020
Q1 | $8K | Hold |
1,600
| – | – | ﹤0.01% | 759 |
|
|
2019
Q4 | $28K | Hold |
1,600
| – | – | 0.01% | 608 |
|
|
2019
Q3 | $26K | Hold |
1,600
| – | – | 0.01% | 613 |
|
|
2019
Q2 | $36K | Sell |
1,600
-1,310
| -45% | -$29.5K | 0.01% | 576 |
|
|
2019
Q1 | $70K | Sell |
2,910
-1,200
| -29% | -$28.9K | 0.02% | 434 |
|
|
2018
Q4 | $124K | Buy |
4,110
+1,200
| +41% | +$36.2K | 0.04% | 324 |
|
|
2018
Q3 | $102K | Sell |
2,910
-200
| -6% | -$7.01K | 0.03% | 367 |
|
|
2018
Q2 | $118K | Hold |
3,110
| – | – | 0.04% | 342 |
|
|
2018
Q1 | $92.5K | Sell |
3,110
-300
| -9% | -$8.92K | 0.03% | 366 |
|
|
2017
Q4 | $85.9K | Sell |
3,410
-2,020
| -37% | -$50.9K | 0.03% | 396 |
|
|
2017
Q3 | $118K | Hold |
5,430
| – | – | 0.04% | 334 |
|
|
2017
Q2 | $126K | Sell |
5,430
-100
| -2% | -$2.32K | 0.03% | 387 |
|
|
2017
Q1 | $164K | Buy |
5,530
+3,910
| +241% | +$116K | 0.05% | 325 |
|
|
2016
Q4 | $58K | Hold |
1,620
| – | – | 0.02% | 501 |
|
|
2016
Q3 | $60K | Hold |
1,620
| – | – | 0.02% | 503 |
|
|
2016
Q2 | $54.5K | Sell |
1,620
-180
| -10% | -$6.05K | 0.02% | 494 |
|
|
2016
Q1 | $79.4K | Hold |
1,800
| – | – | 0.02% | 412 |
|
|
2015
Q4 | $63K | Buy |
1,800
+300
| +20% | +$10.5K | 0.02% | 488 |
|
|
2015
Q3 | $77K | Sell |
1,500
-400
| -21% | -$20.5K | 0.02% | 436 |
|
|
2015
Q2 | $128K | Hold |
1,900
| – | – | 0.04% | 378 |
|
|
2015
Q1 | $123K | Buy |
1,900
+400
| +27% | +$26K | 0.03% | 385 |
|
|
2014
Q4 | $98.6K | Sell |
1,500
-78
| -5% | -$5.13K | 0.03% | 418 |
|
|
2014
Q3 | $91.8K | Buy |
1,578
+78
| +5% | +$4.54K | 0.03% | 437 |
|
|
2014
Q2 | $87K | Hold |
1,500
| – | – | 0.03% | 394 |
|
|
2014
Q1 | $88.9K | Hold |
1,500
| – | – | 0.03% | 373 |
|
|
2013
Q4 | $80K | Buy |
+1,500
| New | +$80K | 0.03% | 431 |
|