Epstein & White Financial’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $310K | Buy |
1,861
+50
| +3% | +$8.33K | 0.08% | 65 |
|
|
2021
Q1 | $294K | Sell |
1,811
-122
| -6% | -$19.8K | 0.09% | 59 |
|
|
2020
Q4 | $284K | Sell |
1,933
-701
| -27% | -$103K | 0.09% | 62 |
|
|
2020
Q3 | $349K | Buy |
2,634
+6
| +0.2% | +$795 | 0.12% | 40 |
|
|
2020
Q2 | $340K | Buy |
2,628
+656
| +33% | +$84.9K | 0.13% | 42 |
|
|
2020
Q1 | $221K | Sell |
1,972
-4,587
| -70% | -$514K | 0.09% | 70 |
|
|
2019
Q4 | $975K | Buy |
6,559
+203
| +3% | +$30.2K | 0.43% | 24 |
|
|
2019
Q3 | $869K | Buy |
6,356
+885
| +16% | +$121K | 0.42% | 27 |
|
|
2019
Q2 | $772K | Buy |
5,471
+1,964
| +56% | +$277K | 0.41% | 26 |
|
|
2019
Q1 | $608K | Buy |
3,507
+1,731
| +97% | +$300K | 0.35% | 32 |
|
|
2018
Q4 | $284K | Buy |
1,776
+92
| +5% | +$14.7K | 0.18% | 53 |
|
|
2018
Q3 | $298K | Sell |
1,684
-37
| -2% | -$6.55K | 0.2% | 56 |
|
|
2018
Q2 | $284K | Sell |
1,721
-213
| -11% | -$35.1K | 0.21% | 77 |
|
|
2018
Q1 | $355K | Buy |
1,934
+239
| +14% | +$43.9K | 0.23% | 69 |
|
|
2017
Q4 | $346K | Buy |
+1,695
| New | +$346K | 0.2% | 72 |
|