Hefty Wealth Partners’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $80K | Sell |
437
-93
| -18% | -$17K | 0.05% | 121 |
|
|
2017
Q4 | $104K | Hold |
530
| – | – | 0.06% | 104 |
|
|
2017
Q3 | $93K | Sell |
530
-127
| -19% | -$22.3K | 0.06% | 102 |
|
|
2017
Q2 | $114K | Sell |
657
-6,830
| -91% | -$1.19M | 0.08% | 89 |
|
|
2017
Q1 | $1.2M | Buy |
7,487
+30
| +0.4% | +$4.8K | 0.87% | 43 |
|
|
2016
Q4 | $1.11M | Buy |
7,457
+261
| +4% | +$39K | 0.93% | 34 |
|
|
2016
Q3 | $1.06M | Buy |
7,196
+1,124
| +19% | +$166K | 0.8% | 41 |
|
|
2016
Q2 | $889K | Buy |
6,072
+128
| +2% | +$18.7K | 0.73% | 46 |
|
|
2016
Q1 | $828K | Buy |
+5,944
| New | +$828K | 0.77% | 48 |
|