Cordatus Wealth Management’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,375
| Closed | -$940K | – | 126 |
|
|
2019
Q4 | $940K | Buy |
6,375
+1,248
| +24% | +$184K | 0.47% | 79 |
|
|
2019
Q3 | $705K | Buy |
5,127
+741
| +17% | +$102K | 0.37% | 91 |
|
|
2019
Q2 | $636K | Sell |
4,386
-7,678
| -64% | -$1.11M | 0.37% | 87 |
|
|
2019
Q1 | $2.1M | Buy |
12,064
+8,640
| +252% | +$1.5M | 1.15% | 30 |
|
|
2018
Q4 | $546K | Buy |
+3,424
| New | +$546K | 0.39% | 64 |
|