BBWA
Bell & Brown Wealth Advisors’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-13,971
| Closed | -$2.22M | – | 85 |
|
|
2019
Q3 | $2.22M | Sell |
13,971
-59
| -0.4% | -$9.36K | 1.82% | 21 |
|
|
2019
Q2 | $2.43M | Buy |
14,030
+708
| +5% | +$123K | 2.14% | 12 |
|
|
2019
Q1 | $2.77M | Sell |
13,322
-25
| -0.2% | -$5.19K | 2.52% | 4 |
|
|
2018
Q4 | $2.54M | Buy |
13,347
+164
| +1% | +$31.2K | 2.72% | 4 |
|
|
2018
Q3 | $2.51M | Buy |
13,183
+7,628
| +137% | +$1.45M | 2.33% | 7 |
|
|
2018
Q2 | $1.09M | Buy |
+5,555
| New | +$1.09M | 1.08% | 38 |
|
|
2018
Q1 | – | Sell |
-990
| Closed | -$233K | – | 90 |
|
|
2017
Q4 | $233K | Buy |
+990
| New | +$233K | 0.24% | 77 |
|