Horan Capital Advisors’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-490
| Closed | -$66K | – | 204 |
|
|
2020
Q3 | $66K | Buy |
+490
| New | +$66K | 0.04% | 152 |
|
|
2020
Q1 | – | Sell |
-568
| Closed | -$84K | – | 189 |
|
|
2019
Q4 | $84K | Hold |
568
| – | – | 0.05% | 113 |
|
|
2019
Q3 | $78K | Buy |
+568
| New | +$78K | 0.05% | 115 |
|
|
2019
Q2 | – | Sell |
-658
| Closed | -$114K | – | 182 |
|
|
2019
Q1 | $114K | Buy |
+658
| New | +$114K | 0.07% | 90 |
|
|
2017
Q4 | – | Sell |
-807
| Closed | -$142K | – | 195 |
|
|
2017
Q3 | $142K | Buy |
+807
| New | +$142K | 0.09% | 82 |
|