Beacon Pointe Wealth Advisors’s 3M MMM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | $517K | Buy |
3,507
+919
| +36% | +$135K | 0.1% | 156 |
|
2019
Q3 | $356K | Sell |
2,588
-554
| -18% | -$76.2K | 0.08% | 189 |
|
2019
Q2 | $455K | Sell |
3,142
-18
| -0.6% | -$2.61K | 0.1% | 167 |
|
2019
Q1 | $548K | Sell |
3,160
-604
| -16% | -$105K | 0.13% | 138 |
|
2018
Q4 | $601K | Buy |
+3,764
| New | +$601K | 0.22% | 114 |
|