KJWM
Kiley Juergens Wealth Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-4,516
| Closed | -$951K | – | 417 |
|
|
2018
Q3 | $951K | Buy |
4,516
+66
| +1% | +$13.9K | 0.71% | 28 |
|
|
2018
Q2 | $875K | Buy |
4,450
+618
| +16% | +$122K | 0.78% | 25 |
|
|
2018
Q1 | $841K | Sell |
3,832
-115
| -3% | -$25.2K | 0.91% | 24 |
|
|
2017
Q4 | $929K | Buy |
+3,947
| New | +$929K | 0.84% | 25 |
|