Arlington Financial Advisors’s 3M MMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-6,849
| Closed | -$1.14M | – | 65 |
|
2021
Q2 | $1.14M | Hold |
6,849
| – | – | 0.43% | 40 |
|
2021
Q1 | $1.1M | Hold |
6,849
| – | – | 0.45% | 41 |
|
2020
Q4 | $1M | Hold |
6,849
| – | – | 0.42% | 40 |
|
2020
Q3 | $917K | Hold |
6,849
| – | – | 0.47% | 39 |
|
2020
Q2 | $893K | Hold |
6,849
| – | – | 0.5% | 36 |
|
2020
Q1 | $782K | Buy |
+6,849
| New | +$782K | 0.56% | 36 |
|
2019
Q4 | – | Sell |
-6,849
| Closed | -$942K | – | 59 |
|
2019
Q3 | $942K | Sell |
6,849
-60
| -0.9% | -$8.25K | 0.54% | 37 |
|
2019
Q2 | $1M | Sell |
6,909
-718
| -9% | -$104K | 0.57% | 35 |
|
2019
Q1 | $1.33M | Buy |
7,627
+60
| +0.8% | +$10.4K | 0.75% | 35 |
|
2018
Q4 | $1.21M | Hold |
7,567
| – | – | 0.51% | 51 |
|
2018
Q3 | $1.27M | Sell |
7,567
-120
| -2% | -$20.2K | 0.76% | 35 |
|
2018
Q2 | $1.37M | Buy |
7,687
+152
| +2% | +$27K | 0.79% | 36 |
|
2018
Q1 | $1.35M | Sell |
7,535
-269
| -3% | -$48.3K | 0.89% | 33 |
|
2017
Q4 | $1.66M | Buy |
+7,804
| New | +$1.66M | 0.78% | 32 |
|