AHS
Aspiriant Holdings S3’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $678K | Buy |
4,498
+160
| +4% | +$24.1K | 0.29% | 81 |
|
|
2015
Q3 | $615K | Buy |
+4,338
| New | +$615K | 0.28% | 80 |
|
|
2014
Q2 | – | Sell |
-1,595
| Closed | -$216K | – | 115 |
|
|
2014
Q1 | $216K | Hold |
1,595
| – | – | 0.09% | 106 |
|
|
2013
Q4 | $224K | Sell |
1,595
-185
| -10% | -$26K | 0.09% | 99 |
|
|
2013
Q3 | $213K | Buy |
+1,780
| New | +$213K | 0.09% | 100 |
|