Advocacy Wealth Management Services’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-65
| Closed | -$9K | – | 166 |
|
|
2019
Q2 | $9K | Buy |
+65
| New | +$9K | 0.01% | 135 |
|
|
2019
Q1 | – | Sell |
-60
| Closed | -$10K | – | 161 |
|
|
2018
Q4 | $10K | Hold |
60
| – | – | 0.01% | 116 |
|
|
2018
Q3 | $11K | Hold |
60
| – | – | 0.01% | 124 |
|
|
2018
Q2 | $10K | Hold |
60
| – | – | 0.01% | 130 |
|
|
2018
Q1 | $11K | Hold |
60
| – | – | 0.01% | 128 |
|
|
2017
Q4 | $12K | Sell |
60
-60
| -50% | -$12K | 0.01% | 144 |
|
|
2017
Q3 | $21K | Hold |
120
| – | – | 0.01% | 130 |
|
|
2017
Q2 | $21K | Hold |
120
| – | – | 0.01% | 130 |
|
|
2017
Q1 | $19K | Hold |
120
| – | – | 0.01% | 156 |
|
|
2016
Q4 | $18K | Hold |
120
| – | – | 0.01% | 151 |
|
|
2016
Q3 | $18K | Sell |
120
-119
| -50% | -$17.9K | 0.01% | 222 |
|
|
2016
Q2 | $35K | Hold |
239
| – | – | 0.02% | 180 |
|
|
2016
Q1 | $33K | Sell |
239
-23
| -9% | -$3.18K | 0.02% | 223 |
|
|
2015
Q4 | $33K | Buy |
+262
| New | +$33K | 0.04% | 207 |
|