FMA Advisory’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-4,357
| Closed | -$717K | – | 155 |
|
|
2018
Q2 | $717K | Sell |
4,357
-130
| -3% | -$21.4K | 0.34% | 85 |
|
|
2018
Q1 | $824K | Buy |
4,487
+13
| +0.3% | +$2.39K | 0.4% | 75 |
|
|
2017
Q4 | $881K | Buy |
4,474
+143
| +3% | +$28.2K | 0.41% | 77 |
|
|
2017
Q3 | $759K | Sell |
4,331
-304
| -7% | -$53.3K | 0.44% | 66 |
|
|
2017
Q2 | $806 | Sell |
4,635
-386
| -8% | -$67 | 0.41% | 58 |
|
|
2017
Q1 | $803K | Buy |
+5,021
| New | +$803K | 0.41% | 73 |
|
|
2015
Q2 | $411K | Buy |
+3,185
| New | +$411K | 0.26% | 90 |
|
|
2013
Q4 | – | Sell |
-8,834
| Closed | -$882K | – | 152 |
|
|
2013
Q3 | $882K | Buy |
8,834
+13
| +0.1% | +$1.3K | 0.35% | 99 |
|
|
2013
Q2 | $806K | Buy |
+8,821
| New | +$806K | 0.34% | 98 |
|