American Economic Planning Group’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 |
-1,491
| Closed | -$216K | – | 94 |
|
|
2019
Q2 | $216K | Buy |
1,491
+29
| +2% | +$4.2K | 0.07% | 85 |
|
|
2019
Q1 | $254K | Buy |
1,462
+112
| +8% | +$19.5K | 0.08% | 74 |
|
|
2018
Q4 | $215K | Hold |
1,350
| – | – | 0.07% | 75 |
|
|
2018
Q3 | $238K | Sell |
1,350
-19
| -1% | -$3.35K | 0.08% | 65 |
|
|
2018
Q2 | $225K | Sell |
1,369
-595
| -30% | -$97.8K | 0.08% | 70 |
|
|
2018
Q1 | $360K | Buy |
1,964
+3
| +0.2% | +$550 | 0.13% | 54 |
|
|
2017
Q4 | $386K | Buy |
1,961
+2
| +0.1% | +$394 | 0.14% | 50 |
|
|
2017
Q3 | $344K | Buy |
1,959
+661
| +51% | +$116K | 0.13% | 51 |
|
|
2017
Q2 | $226K | Buy |
1,298
+4
| +0.3% | +$696 | 0.09% | 70 |
|
|
2017
Q1 | $207K | Buy |
+1,294
| New | +$207K | 0.08% | 73 |
|