JSA
Jacobson & Schmitt Advisors’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,102
| Closed | -$217K | – | 47 |
|
|
2018
Q2 | $217K | Hold |
1,102
| – | – | 0.14% | 46 |
|
|
2018
Q1 | $242K | Hold |
1,102
| – | – | 0.16% | 42 |
|
|
2017
Q4 | $259K | Hold |
1,102
| – | – | 0.18% | 41 |
|
|
2017
Q3 | $231K | Sell |
1,102
-90
| -8% | -$18.9K | 0.15% | 43 |
|
|
2017
Q2 | $248K | Sell |
1,192
-400
| -25% | -$83.2K | 0.17% | 43 |
|
|
2017
Q1 | $305K | Buy |
+1,592
| New | +$305K | 0.21% | 38 |
|