Cedar Brook Financial Partners’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,878
| Closed | -$720K | – | 278 |
|
|
2019
Q4 | $720K | Sell |
4,878
-582
| -11% | -$85.9K | 0.31% | 92 |
|
|
2019
Q3 | $750K | Buy |
5,460
+109
| +2% | +$15K | 0.33% | 93 |
|
|
2019
Q2 | $776K | Sell |
5,351
-165
| -3% | -$23.9K | 0.36% | 85 |
|
|
2019
Q1 | $958K | Buy |
5,516
+439
| +9% | +$76.2K | 0.47% | 64 |
|
|
2018
Q4 | $809K | Buy |
+5,077
| New | +$809K | 0.49% | 63 |
|