Domani Wealth’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-2,361
| Closed | -$325K | – | 115 |
|
|
2019
Q3 | $325K | Sell |
2,361
-167
| -7% | -$23K | 0.12% | 82 |
|
|
2019
Q2 | $366K | Buy |
2,528
+36
| +1% | +$5.21K | 0.14% | 72 |
|
|
2019
Q1 | $433K | Buy |
2,492
+257
| +11% | +$44.7K | 0.17% | 63 |
|
|
2018
Q4 | $356K | Sell |
2,235
-30
| -1% | -$4.78K | 0.17% | 73 |
|
|
2018
Q3 | $399K | Buy |
2,265
+244
| +12% | +$43K | 0.17% | 65 |
|
|
2018
Q2 | $332K | Sell |
2,021
-174
| -8% | -$28.6K | 0.15% | 77 |
|
|
2018
Q1 | $403K | Buy |
2,195
+174
| +9% | +$31.9K | 0.17% | 62 |
|
|
2017
Q4 | $398K | Hold |
2,021
| – | – | 0.17% | 66 |
|
|
2017
Q3 | $355K | Hold |
2,021
| – | – | 0.15% | 70 |
|
|
2017
Q2 | $352K | Sell |
2,021
-335
| -14% | -$58.3K | 0.14% | 68 |
|
|
2017
Q1 | $377K | Buy |
+2,356
| New | +$377K | 0.15% | 66 |
|