CWA
Clarus Wealth Advisors’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,018
| Closed | -$333K | – | 135 |
|
|
2020
Q4 | $333K | Hold |
2,018
| – | – | 0.22% | 92 |
|
|
2020
Q3 | $327K | Sell |
2,018
-122
| -6% | -$19.8K | 0.25% | 88 |
|
|
2020
Q2 | $331K | Buy |
2,140
+54
| +3% | +$8.35K | 0.28% | 79 |
|
|
2020
Q1 | $279K | Hold |
2,086
| – | – | 0.28% | 92 |
|
|
2019
Q4 | $378K | Hold |
2,086
| – | – | 0.25% | 97 |
|
|
2019
Q3 | $343K | Hold |
2,086
| – | – | 0.25% | 89 |
|
|
2019
Q2 | $362K | Sell |
2,086
-203
| -9% | -$35.2K | 0.26% | 67 |
|
|
2019
Q1 | $476K | Buy |
2,289
+2
| +0.1% | +$416 | 0.36% | 39 |
|
|
2018
Q4 | $436K | Buy |
2,287
+1
| +0% | +$191 | 0.69% | 22 |
|
|
2018
Q3 | $482K | Buy |
2,286
+2,069
| +953% | +$436K | 0.31% | 33 |
|
|
2018
Q2 | $48K | Buy |
+217
| New | +$48K | 0.04% | 291 |
|
|
2018
Q1 | – | Sell |
-2,261
| Closed | -$532K | – | 139 |
|
|
2017
Q4 | $532K | Buy |
+2,261
| New | +$532K | 0.51% | 27 |
|