Berman Capital 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 | $570K | Buy |
3,887
+727
| +23% | +$107K | 0.09% | 121 |
|
|
2021
Q2 | $524K | Buy |
3,160
+361
| +13% | +$59.9K | 0.08% | 114 |
|
|
2021
Q1 | $450K | Buy |
2,799
+364
| +15% | +$58.5K | 0.09% | 106 |
|
|
2020
Q4 | $355K | Buy |
2,435
+26
| +1% | +$3.79K | 0.09% | 107 |
|
|
2020
Q3 | $322K | Buy |
2,409
+1,141
| +90% | +$153K | 0.09% | 94 |
|
|
2020
Q2 | $164K | Buy |
1,268
+449
| +55% | +$58.1K | 0.04% | 162 |
|
|
2020
Q1 | $93K | Buy |
819
+292
| +55% | +$33.2K | 0.03% | 207 |
|
|
2019
Q4 | $77K | Sell |
527
-83
| -14% | -$12.1K | 0.02% | 256 |
|
|
2019
Q3 | $83K | Buy |
610
+245
| +67% | +$33.3K | 0.03% | 233 |
|
|
2019
Q2 | $52K | Sell |
365
-268
| -42% | -$38.2K | 0.02% | 295 |
|
|
2019
Q1 | $109K | Buy |
633
+134
| +27% | +$23.1K | 0.04% | 185 |
|
|
2018
Q4 | $79K | Buy |
+499
| New | +$79K | 0.03% | 204 |
|