Jolley Asset Management’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-120
| Closed | -$20K | – | 127 |
|
|
2018
Q2 | $20K | Buy |
+120
| New | +$20K | 0.01% | 127 |
|
|
2014
Q3 | – | Sell |
-29,912
| Closed | -$3.58M | – | 121 |
|
|
2014
Q2 | $3.58M | Sell |
29,912
-2,385
| -7% | -$286K | 2.63% | 22 |
|
|
2014
Q1 | $3.66M | Sell |
32,297
-652
| -2% | -$73.9K | 2.73% | 21 |
|
|
2013
Q4 | $3.86M | Buy |
32,949
+8
| +0% | +$938 | 3.05% | 12 |
|
|
2013
Q3 | $3.29M | Sell |
32,941
-842
| -2% | -$84.1K | 2.74% | 19 |
|
|
2013
Q2 | $3.09M | Buy |
+33,783
| New | +$3.09M | 2.5% | 26 |
|