Evelyn V. Moreno’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,639
| Closed | -$219K | – | 64 |
|
|
2020
Q3 | $219K | Hold |
1,639
| – | – | 0.06% | 68 |
|
|
2020
Q2 | $214K | Buy |
+1,639
| New | +$214K | 0.06% | 66 |
|
|
2020
Q1 | – | Sell |
-1,752
| Closed | -$258K | – | 67 |
|
|
2019
Q4 | $258K | Hold |
1,752
| – | – | 0.07% | 62 |
|
|
2019
Q3 | $241K | Sell |
1,752
-927
| -35% | -$128K | 0.07% | 62 |
|
|
2019
Q2 | $388K | Buy |
2,679
+30
| +1% | +$4.35K | 0.12% | 51 |
|
|
2019
Q1 | $460K | Sell |
2,649
-180
| -6% | -$31.3K | 0.14% | 57 |
|
|
2018
Q4 | $450K | Sell |
2,829
-59
| -2% | -$9.39K | 0.15% | 54 |
|
|
2018
Q3 | $509K | Sell |
2,888
-359
| -11% | -$63.3K | 0.14% | 55 |
|
|
2018
Q2 | $534K | Buy |
+3,247
| New | +$534K | 0.16% | 52 |
|
|
2018
Q1 | – | Sell |
-1,076
| Closed | -$212K | – | 65 |
|
|
2017
Q4 | $212K | Buy |
+1,076
| New | +$212K | 0.06% | 64 |
|
|
2016
Q2 | – | Sell |
-1,507
| Closed | -$210K | – | 68 |
|
|
2016
Q1 | $210K | Buy |
+1,507
| New | +$210K | 0.08% | 68 |
|
|
2015
Q2 | – | Sell |
-1,680
| Closed | -$231K | – | 74 |
|
|
2015
Q1 | $231K | Hold |
1,680
| – | – | 0.09% | 73 |
|
|
2014
Q4 | $231K | Buy |
+1,680
| New | +$231K | 0.09% | 74 |
|