Frisch Financial Group’s 3M MMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-1,585
| Closed | -$234K | – | 115 |
|
2019
Q4 | $234K | Buy |
+1,585
| New | +$234K | 0.11% | 103 |
|
2019
Q3 | – | Sell |
-1,692
| Closed | -$245K | – | 105 |
|
2019
Q2 | $245K | Buy |
1,692
+14
| +0.8% | +$2.03K | 0.16% | 83 |
|
2019
Q1 | $291K | Buy |
1,678
+12
| +0.7% | +$2.08K | 0.18% | 76 |
|
2018
Q4 | $265K | Buy |
+1,666
| New | +$265K | 0.19% | 76 |
|