CWS
Cypress Wealth Services’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,161
| Closed | -$204K | – | 238 |
|
|
2021
Q3 | $204K | Sell |
1,161
-1,733
| -60% | -$305K | 0.06% | 214 |
|
|
2021
Q2 | $575K | Buy |
2,894
+31
| +1% | +$6.16K | 0.16% | 110 |
|
|
2021
Q1 | $552K | Buy |
2,863
+52
| +2% | +$10K | 0.12% | 141 |
|
|
2020
Q4 | $491K | Buy |
+2,811
| New | +$491K | 0.11% | 151 |
|
|
2020
Q3 | – | Sell |
-2,825
| Closed | -$441K | – | 155 |
|
|
2020
Q2 | $441K | Buy |
2,825
+543
| +24% | +$84.8K | 0.11% | 157 |
|
|
2020
Q1 | $311K | Buy |
2,282
+322
| +16% | +$43.9K | 0.09% | 177 |
|
|
2019
Q4 | $346K | Sell |
1,960
-565
| -22% | -$99.7K | 0.09% | 176 |
|
|
2019
Q3 | $415K | Buy |
2,525
+516
| +26% | +$84.8K | 0.11% | 148 |
|
|
2019
Q2 | $348K | Sell |
2,009
-552
| -22% | -$95.6K | 0.1% | 170 |
|
|
2019
Q1 | $532K | Buy |
2,561
+14
| +0.5% | +$2.91K | 0.17% | 116 |
|
|
2018
Q4 | $485K | Buy |
2,547
+29
| +1% | +$5.52K | 0.19% | 113 |
|
|
2018
Q3 | $530K | Sell |
2,518
-65
| -3% | -$13.7K | 0.19% | 116 |
|
|
2018
Q2 | $508K | Buy |
2,583
+873
| +51% | +$172K | 0.19% | 116 |
|
|
2018
Q1 | $375K | Buy |
1,710
+575
| +51% | +$126K | 0.16% | 120 |
|
|
2017
Q4 | $267K | Buy |
+1,135
| New | +$267K | 0.11% | 156 |
|