Holistic Financial Partners’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,324
| Closed | -$230K | – | 97 |
|
|
2019
Q1 | $230K | Buy |
+1,324
| New | +$230K | 0.1% | 101 |
|
|
2018
Q4 | – | Sell |
-1,238
| Closed | -$218K | – | 76 |
|
|
2018
Q3 | $218K | Buy |
+1,238
| New | +$218K | 0.2% | 69 |
|
|
2018
Q2 | – | Sell |
-1,221
| Closed | -$224K | – | 245 |
|
|
2018
Q1 | $224K | Sell |
1,221
-23
| -2% | -$4.22K | 0.19% | 62 |
|
|
2017
Q4 | $245K | Buy |
+1,244
| New | +$245K | 0.2% | 57 |
|