Bridgewater Wealth & Financial Management’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-2,382
| Closed | -$415K | – | 82 |
|
|
2017
Q2 | $415K | Buy |
2,382
+482
| +25% | +$84K | 0.14% | 71 |
|
|
2017
Q1 | $304K | Buy |
1,900
+110
| +6% | +$17.6K | 0.11% | 78 |
|
|
2016
Q4 | $267K | Buy |
1,790
+10
| +0.6% | +$1.49K | 0.1% | 87 |
|
|
2016
Q3 | $262K | Sell |
1,780
-105
| -6% | -$15.5K | 0.1% | 89 |
|
|
2016
Q2 | $276K | Sell |
1,885
-50
| -3% | -$7.32K | 0.1% | 85 |
|
|
2016
Q1 | $270K | Buy |
1,935
+241
| +14% | +$33.6K | 0.1% | 89 |
|
|
2015
Q4 | $213K | Hold |
1,694
| – | – | 0.08% | 85 |
|
|
2015
Q3 | $201K | Buy |
+1,694
| New | +$201K | 0.08% | 86 |
|
|
2015
Q1 | – | Sell |
-1,932
| Closed | -$265K | – | 87 |
|
|
2014
Q4 | $265K | Buy |
+1,932
| New | +$265K | 0.11% | 86 |
|