JWM
Jacobus Wealth Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-696
| Closed | -$115K | – | 318 |
|
|
2015
Q1 | $115K | Hold |
696
| – | – | 0.03% | 282 |
|
|
2014
Q4 | $114K | Sell |
696
-291
| -29% | -$47.7K | 0.03% | 276 |
|
|
2014
Q3 | $140K | Sell |
987
-1,730
| -64% | -$245K | 0.04% | 250 |
|
|
2014
Q2 | $389K | Sell |
2,717
-100
| -4% | -$14.3K | 0.1% | 161 |
|
|
2014
Q1 | $382K | Buy |
+2,817
| New | +$382K | 0.09% | 162 |
|
|
2013
Q4 | – | Sell |
-2,310
| Closed | -$276K | – | 314 |
|
|
2013
Q3 | $276K | Hold |
2,310
| – | – | 0.1% | 147 |
|
|
2013
Q2 | $253K | Buy |
+2,310
| New | +$253K | 0.09% | 148 |
|