LWM
LBA Wealth Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $13K | Hold |
66
| – | – | 0.01% | 306 |
|
|
2016
Q4 | $12K | Hold |
66
| – | – | 0.01% | 308 |
|
|
2016
Q3 | $12K | Sell |
66
-55
| -45% | -$10K | 0.01% | 310 |
|
|
2016
Q2 | $21K | Buy |
121
+6
| +5% | +$1.04K | 0.01% | 251 |
|
|
2016
Q1 | $19K | Hold |
115
| – | – | 0.01% | 250 |
|
|
2015
Q4 | $17K | Buy |
115
+55
| +92% | +$8.13K | 0.01% | 265 |
|
|
2015
Q3 | $9K | Sell |
60
-35
| -37% | -$5.25K | 0.01% | 260 |
|
|
2015
Q2 | $15K | Hold |
95
| – | – | 0.01% | 223 |
|
|
2015
Q1 | $16K | Hold |
95
| – | – | 0.01% | 215 |
|
|
2014
Q4 | $16K | Sell |
95
-28
| -23% | -$4.72K | 0.01% | 211 |
|
|
2014
Q3 | $17K | Buy |
123
+3
| +3% | +$415 | 0.01% | 251 |
|
|
2014
Q2 | $17K | Buy |
120
+100
| +500% | +$14.2K | 0.01% | 189 |
|
|
2014
Q1 | $3K | Sell |
20
-69
| -78% | -$10.4K | ﹤0.01% | 238 |
|
|
2013
Q4 | $12K | Buy |
+89
| New | +$12K | 0.01% | 199 |
|