FFSOTS
Fiduciary Financial Services of The Southwest’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $911K | Sell |
5,163
-227
| -4% | -$40.1K | 0.24% | 92 |
|
|
2019
Q3 | $886K | Sell |
5,390
-50
| -0.9% | -$8.22K | 0.24% | 92 |
|
|
2019
Q2 | $943K | Sell |
5,440
-350
| -6% | -$60.7K | 0.27% | 91 |
|
|
2019
Q1 | $1.2M | Sell |
5,790
-35
| -0.6% | -$7.27K | 0.35% | 72 |
|
|
2018
Q4 | $1.11M | Sell |
5,825
-260
| -4% | -$49.5K | 0.35% | 71 |
|
|
2018
Q3 | $1.28M | Buy |
6,085
+130
| +2% | +$27.4K | 0.36% | 70 |
|
|
2018
Q2 | $1.17M | Sell |
5,955
-659
| -10% | -$130K | 0.35% | 71 |
|
|
2018
Q1 | $1.45M | Sell |
6,614
-239
| -3% | -$52.5K | 0.44% | 64 |
|
|
2017
Q4 | $1.61M | Sell |
6,853
-40
| -0.6% | -$9.42K | 0.47% | 65 |
|
|
2017
Q3 | $1.45M | Buy |
6,893
+157
| +2% | +$33K | 0.43% | 70 |
|
|
2017
Q2 | $1.4M | Buy |
6,736
+569
| +9% | +$118K | 0.43% | 71 |
|
|
2017
Q1 | $1.18M | Sell |
6,167
-417
| -6% | -$79.8K | 0.38% | 78 |
|
|
2016
Q4 | $1.18M | Sell |
6,584
-302
| -4% | -$53.9K | 0.39% | 75 |
|
|
2016
Q3 | $1.21M | Sell |
6,886
-170
| -2% | -$30K | 0.39% | 76 |
|
|
2016
Q2 | $1.24M | Buy |
7,056
+230
| +3% | +$40.3K | 0.4% | 70 |
|
|
2016
Q1 | $1.14M | Sell |
6,826
-307
| -4% | -$51.1K | 0.4% | 69 |
|
|
2015
Q4 | $1.08M | Sell |
7,133
-230
| -3% | -$34.7K | 0.38% | 75 |
|
|
2015
Q3 | $1.04M | Hold |
7,363
| – | – | 0.37% | 78 |
|
|
2015
Q2 | $1.14M | Sell |
7,363
-263
| -3% | -$40.6K | 0.35% | 84 |
|
|
2015
Q1 | $1.26M | Sell |
7,626
-380
| -5% | -$62.7K | 0.37% | 79 |
|
|
2014
Q4 | $1.32M | Sell |
8,006
-25
| -0.3% | -$4.11K | 0.38% | 75 |
|
|
2014
Q3 | $1.14M | Buy |
8,031
+70
| +0.9% | +$9.92K | 0.32% | 83 |
|
|
2014
Q2 | $1.14M | Buy |
7,961
+1,831
| +30% | +$262K | 0.32% | 84 |
|
|
2014
Q1 | $832K | Buy |
6,130
+525
| +9% | +$71.3K | 0.25% | 97 |
|
|
2013
Q4 | $786K | Buy |
5,605
+195
| +4% | +$27.3K | 0.25% | 94 |
|
|
2013
Q3 | $646K | Buy |
5,410
+525
| +11% | +$62.7K | 0.21% | 99 |
|
|
2013
Q2 | $534K | Buy |
+4,885
| New | +$534K | 0.18% | 108 |
|