Concert Wealth Management’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-4,297
| Closed | -$642K | – | 327 |
|
|
2017
Q1 | $642K | Sell |
4,297
-834
| -16% | -$125K | 0.15% | 203 |
|
|
2016
Q4 | $767K | Sell |
5,131
-982
| -16% | -$147K | 0.17% | 181 |
|
|
2016
Q3 | $903K | Buy |
6,113
+194
| +3% | +$28.7K | 0.11% | 238 |
|
|
2016
Q2 | $871K | Buy |
5,919
+368
| +7% | +$54.2K | 0.12% | 229 |
|
|
2016
Q1 | $771K | Sell |
5,551
-343
| -6% | -$47.6K | 0.1% | 252 |
|
|
2015
Q4 | $742K | Sell |
5,894
-24
| -0.4% | -$3.02K | 0.1% | 258 |
|
|
2015
Q3 | $703K | Buy |
5,918
+62
| +1% | +$7.37K | 0.1% | 268 |
|
|
2015
Q2 | $752K | Sell |
5,856
-1,118
| -16% | -$144K | 0.1% | 274 |
|
|
2015
Q1 | $380K | Sell |
6,974
-258
| -4% | -$14.1K | 0.11% | 253 |
|
|
2014
Q4 | $995K | Buy |
7,232
+948
| +15% | +$130K | 0.15% | 176 |
|
|
2014
Q3 | $744K | Buy |
6,284
+585
| +10% | +$69.3K | 0.1% | 192 |
|
|
2014
Q2 | $655K | Buy |
5,699
+832
| +17% | +$95.6K | 0.08% | 223 |
|
|
2014
Q1 | $544K | Sell |
4,867
-151
| -3% | -$16.9K | 0.07% | 256 |
|
|
2013
Q4 | $589K | Sell |
5,018
-822
| -14% | -$96.5K | 0.08% | 224 |
|
|
2013
Q3 | $586K | Buy |
5,840
+535
| +10% | +$53.7K | 0.08% | 224 |
|
|
2013
Q2 | $490K | Buy |
+5,305
| New | +$490K | 0.07% | 230 |
|