CWA
Cypress Wealth Advisors’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $1.36M | Sell |
6,541
-105
| -2% | -$21.8K | 1.56% | 25 |
|
|
2018
Q4 | $1.27M | Hold |
6,646
| – | – | 1.74% | 19 |
|
|
2018
Q3 | $1.4M | Sell |
6,646
-22
| -0.3% | -$4.63K | 1.47% | 26 |
|
|
2018
Q2 | $1.31M | Sell |
6,668
-66
| -1% | -$13K | 1.42% | 27 |
|
|
2018
Q1 | $1.48M | Hold |
6,734
| – | – | 1.6% | 24 |
|
|
2017
Q4 | $1.59M | Hold |
6,734
| – | – | 1.52% | 22 |
|
|
2017
Q3 | $1.41M | Buy |
6,734
+6
| +0.1% | +$1.26K | 2.28% | 12 |
|
|
2017
Q2 | $1.4M | Sell |
6,728
-5,626
| -46% | -$1.17M | 1.64% | 15 |
|
|
2017
Q1 | $2.36M | Buy |
12,354
+22
| +0.2% | +$4.21K | 1.08% | 19 |
|
|
2016
Q4 | $2.2M | Buy |
12,332
+42
| +0.3% | +$7.5K | 1.01% | 24 |
|
|
2016
Q3 | $2.17M | Buy |
12,290
+3,625
| +42% | +$639K | 0.98% | 23 |
|
|
2016
Q2 | $1.52M | Sell |
8,665
-113
| -1% | -$19.8K | 0.75% | 31 |
|
|
2016
Q1 | $1.46M | Buy |
8,778
+108
| +1% | +$18K | 0.67% | 34 |
|
|
2015
Q4 | $1.31M | Buy |
8,670
+38
| +0.4% | +$5.72K | 0.66% | 34 |
|
|
2015
Q3 | $1.22M | Buy |
8,632
+6,016
| +230% | +$853K | 0.66% | 34 |
|
|
2015
Q2 | $404K | Buy |
+2,616
| New | +$404K | 0.24% | 101 |
|