DPA
Delphi Private Advisors’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-422
| Closed | -$80K | – | 44 |
|
|
2018
Q4 | $80K | Sell |
422
-59
| -12% | -$11.2K | 0.44% | 12 |
|
|
2018
Q3 | $101K | Hold |
481
| – | – | 0.34% | 22 |
|
|
2018
Q2 | $95K | Hold |
481
| – | – | 0.32% | 22 |
|
|
2018
Q1 | $106K | Hold |
481
| – | – | 0.42% | 21 |
|
|
2017
Q4 | $113K | Hold |
481
| – | – | 0.28% | 34 |
|
|
2017
Q3 | $101K | Sell |
481
-230
| -32% | -$48.3K | 0.29% | 19 |
|
|
2017
Q2 | $148K | Hold |
711
| – | – | 0.3% | 14 |
|
|
2017
Q1 | $136K | Sell |
711
-65
| -8% | -$12.4K | 0.25% | 14 |
|
|
2016
Q4 | $139K | Sell |
776
-41
| -5% | -$7.34K | 0.24% | 18 |
|
|
2016
Q3 | $144K | Sell |
817
-92
| -10% | -$16.2K | 0.25% | 15 |
|
|
2016
Q2 | $159K | Buy |
909
+4
| +0.4% | +$700 | 0.29% | 15 |
|
|
2016
Q1 | $151K | Sell |
905
-24
| -3% | -$4K | 0.27% | 17 |
|
|
2015
Q4 | $140K | Buy |
+929
| New | +$140K | 0.24% | 22 |
|