Confluence Wealth Management’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $258K | Sell |
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|
2020
Q2 | $398K | Sell |
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|
2020
Q1 | $384K | Buy |
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|
2019
Q4 | $391K | Buy |
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|
2019
Q3 | $258K | Sell |
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|
2019
Q2 | $312K | Sell |
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|
2019
Q1 | $374K | Sell |
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|
2018
Q4 | $344K | Buy |
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|
2018
Q3 | $342K | Sell |
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|
2018
Q2 | $342K | Sell |
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|
2018
Q1 | $465K | Buy |
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|
2017
Q4 | $497K | Buy |
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|
2017
Q3 | $418K | Buy |
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|
2017
Q2 | $397K | Buy |
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|
2017
Q1 | $361K | Buy |
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|
2016
Q4 | $294K | Sell |
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|
2016
Q3 | $316K | Buy |
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|
2016
Q2 | $283K | Buy |
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|
2016
Q1 | $236K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $344K | Sell |
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|
2015
Q1 | $641K | Hold |
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|
2014
Q4 | $638K | Hold |
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|
2014
Q3 | $550K | Sell |
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|
2014
Q2 | $632K | Buy |
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|
2014
Q1 | $546K | Buy |
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