Klingman & Associates’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-737
| Closed | -$109K | – | 234 |
|
|
2016
Q3 | $109K | Hold |
737
| – | – | 0.03% | 132 |
|
|
2016
Q2 | $108K | Hold |
737
| – | – | 0.03% | 133 |
|
|
2016
Q1 | $103K | Hold |
737
| – | – | 0.04% | 136 |
|
|
2015
Q4 | $93K | Hold |
737
| – | – | 0.03% | 167 |
|
|
2015
Q3 | $87K | Hold |
737
| – | – | 0.03% | 169 |
|
|
2015
Q2 | $95K | Hold |
737
| – | – | 0.04% | 138 |
|
|
2015
Q1 | $102K | Hold |
737
| – | – | 0.04% | 129 |
|
|
2014
Q4 | $101K | Buy |
+737
| New | +$101K | 0.04% | 131 |
|