EWM
Elite Wealth Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-3,749
| Closed | -$738K | – | 50 |
|
|
2018
Q2 | $738K | Buy |
3,749
+244
| +7% | +$48K | 0.26% | 33 |
|
|
2018
Q1 | $769K | Buy |
3,505
+193
| +6% | +$42.3K | 0.63% | 33 |
|
|
2017
Q4 | $780K | Buy |
+3,312
| New | +$780K | 0.66% | 33 |
|
|
2014
Q4 | – | Sell |
-300
| Closed | -$43K | – | 324 |
|
|
2014
Q3 | $43K | Sell |
300
-5,071
| -94% | -$727K | 0.04% | 118 |
|
|
2014
Q2 | $769K | Buy |
5,371
+5,071
| +1,690% | +$726K | 0.77% | 34 |
|
|
2014
Q1 | $41K | Sell |
300
-342
| -53% | -$46.7K | 0.03% | 133 |
|
|
2013
Q4 | $90K | Buy |
642
+24
| +4% | +$3.36K | 0.07% | 111 |
|
|
2013
Q3 | $74K | Buy |
618
+318
| +106% | +$38.1K | 0.07% | 143 |
|
|
2013
Q2 | $33K | Buy |
+300
| New | +$33K | 0.05% | 145 |
|