Integrated Wealth Management’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $563K | Buy |
3,521
+69
| +2% | +$11K | 0.19% | 126 |
|
|
2016
Q4 | $515K | Sell |
3,452
-214
| -6% | -$31.9K | 0.19% | 130 |
|
|
2016
Q3 | $540K | Sell |
3,666
-270
| -7% | -$39.8K | 0.19% | 116 |
|
|
2016
Q2 | $576K | Buy |
3,936
+23
| +0.6% | +$3.37K | 0.22% | 98 |
|
|
2016
Q1 | $545K | Buy |
3,913
+25
| +0.6% | +$3.48K | 0.23% | 95 |
|
|
2015
Q4 | $490K | Buy |
3,888
+26
| +0.7% | +$3.28K | 0.21% | 98 |
|
|
2015
Q3 | $458K | Sell |
3,862
-259
| -6% | -$30.7K | 0.2% | 101 |
|
|
2015
Q2 | $532K | Buy |
4,121
+196
| +5% | +$25.3K | 0.21% | 100 |
|
|
2015
Q1 | $541K | Buy |
+3,925
| New | +$541K | 0.23% | 96 |
|