Independence Advisors’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 |
-1,331
| Closed | -$231K | – | 104 |
|
|
2019
Q1 | $231K | Hold |
1,331
| – | – | 0.07% | 81 |
|
|
2018
Q4 | $212K | Sell |
1,331
-79
| -6% | -$12.6K | 0.07% | 78 |
|
|
2018
Q3 | $248K | Buy |
1,410
+76
| +6% | +$13.4K | 0.07% | 75 |
|
|
2018
Q2 | $219K | Sell |
1,334
-44
| -3% | -$7.22K | 0.07% | 73 |
|
|
2018
Q1 | $253K | Buy |
1,378
+44
| +3% | +$8.08K | 0.08% | 63 |
|
|
2017
Q4 | $262K | Hold |
1,334
| – | – | 0.09% | 64 |
|
|
2017
Q3 | $234K | Hold |
1,334
| – | – | 0.09% | 63 |
|
|
2017
Q2 | $232K | Sell |
1,334
-133
| -9% | -$23.1K | 0.09% | 66 |
|
|
2017
Q1 | $235K | Sell |
1,467
-30
| -2% | -$4.81K | 0.1% | 65 |
|
|
2016
Q4 | $224K | Sell |
1,497
-28
| -2% | -$4.19K | 0.1% | 62 |
|
|
2016
Q3 | $225K | Buy |
1,525
+141
| +10% | +$20.8K | 0.11% | 66 |
|
|
2016
Q2 | $203K | Buy |
+1,384
| New | +$203K | 0.11% | 51 |
|