CWA
Constellation Wealth Advisors’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-14,305
| Closed | -$2.03M | – | 189 |
|
|
2014
Q3 | $2.03M | Sell |
14,305
-800
| -5% | -$113K | 0.19% | 81 |
|
|
2014
Q2 | $2.16M | Sell |
15,105
-200
| -1% | -$28.7K | 0.24% | 78 |
|
|
2014
Q1 | $2.08M | Buy |
15,305
+150
| +1% | +$20.3K | 0.2% | 101 |
|
|
2013
Q4 | $2.13M | Hold |
15,155
| – | – | 0.2% | 104 |
|
|
2013
Q3 | $1.81M | Hold |
15,155
| – | – | 0.21% | 103 |
|
|
2013
Q2 | $1.66M | Buy |
+15,155
| New | +$1.66M | 0.2% | 106 |
|