CPA
Clear Perspective Advisors’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $717K | Buy |
4,034
+310
| +8% | +$55.1K | 0.22% | 76 |
|
|
2021
Q3 | $653K | Sell |
3,724
-117
| -3% | -$20.5K | 0.22% | 73 |
|
|
2021
Q2 | $763K | Sell |
3,841
-54
| -1% | -$10.7K | 0.26% | 69 |
|
|
2021
Q1 | $751K | Buy |
3,895
+111
| +3% | +$21.4K | 0.29% | 69 |
|
|
2020
Q4 | $661K | Sell |
3,784
-166
| -4% | -$29K | 0.27% | 68 |
|
|
2020
Q3 | $688 | Buy |
3,950
+211
| +6% | +$37 | 0.32% | 56 |
|
|
2020
Q2 | $583K | Sell |
3,739
-1,246
| -25% | -$194K | 0.32% | 56 |
|
|
2020
Q1 | $681K | Buy |
4,985
+481
| +11% | +$65.7K | 0.45% | 45 |
|
|
2019
Q4 | $795K | Buy |
4,504
+392
| +10% | +$69.2K | 0.49% | 51 |
|
|
2019
Q3 | $676K | Buy |
4,112
+1,308
| +47% | +$215K | 0.31% | 69 |
|
|
2019
Q2 | $486K | Buy |
2,804
+775
| +38% | +$134K | 0.31% | 80 |
|
|
2019
Q1 | $440K | Sell |
2,029
-951
| -32% | -$206K | 0.31% | 88 |
|
|
2018
Q4 | $592K | Buy |
2,980
+1,796
| +152% | +$357K | 0.49% | 62 |
|
|
2018
Q3 | $249K | Hold |
1,184
| – | – | 0.18% | 124 |
|
|
2018
Q2 | $233K | Hold |
1,184
| – | – | 0.16% | 129 |
|
|
2018
Q1 | $260K | Sell |
1,184
-80
| -6% | -$17.6K | 0.19% | 115 |
|
|
2017
Q4 | $298K | Buy |
1,264
+100
| +9% | +$23.6K | 0.23% | 106 |
|
|
2017
Q3 | $244K | Buy |
1,164
+900
| +341% | +$189K | 0.2% | 117 |
|
|
2017
Q2 | $55K | Hold |
264
| – | – | 0.05% | 211 |
|
|
2017
Q1 | $51K | Hold |
264
| – | – | 0.03% | 212 |
|
|
2016
Q4 | $47K | Buy |
+264
| New | +$47K | 0.03% | 208 |
|