Asset Planning Services (Pennsylvania)’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-182
| Closed | -$33K | – | 274 |
|
|
2018
Q1 | $33K | Sell |
182
-543
| -75% | -$98.5K | 0.02% | 149 |
|
|
2017
Q4 | $143K | Hold |
725
| – | – | 0.07% | 83 |
|
|
2017
Q3 | $127K | Hold |
725
| – | – | 0.07% | 91 |
|
|
2017
Q2 | $126K | Hold |
725
| – | – | 0.08% | 86 |
|
|
2017
Q1 | $116K | Hold |
725
| – | – | 0.08% | 91 |
|
|
2016
Q4 | $108K | Hold |
725
| – | – | 0.09% | 89 |
|
|
2016
Q3 | $107K | Hold |
725
| – | – | 0.09% | 86 |
|
|
2016
Q2 | $106K | Hold |
725
| – | – | 0.09% | 95 |
|
|
2016
Q1 | $101K | Buy |
725
+5
| +0.7% | +$697 | 0.09% | 103 |
|
|
2015
Q4 | $91K | Buy |
+720
| New | +$91K | 0.09% | 85 |
|