LFS
Legacy Financial Strategies’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-5,569
| Closed | -$760K | – | 61 |
|
|
2020
Q1 | $760K | Buy |
5,569
+1,212
| +28% | +$165K | 0.72% | 25 |
|
|
2019
Q4 | $769K | Buy |
4,357
+473
| +12% | +$83.5K | 0.62% | 36 |
|
|
2019
Q3 | $657K | Buy |
3,884
+300
| +8% | +$50.7K | 0.58% | 34 |
|
|
2019
Q2 | $606K | Buy |
3,584
+220
| +7% | +$37.2K | 0.57% | 37 |
|
|
2019
Q1 | $699K | Buy |
3,364
+355
| +12% | +$73.8K | 0.6% | 23 |
|
|
2018
Q4 | $573K | Buy |
3,009
+102
| +4% | +$19.4K | 0.57% | 23 |
|
|
2018
Q3 | $577K | Buy |
2,907
+467
| +19% | +$92.7K | 0.59% | 21 |
|
|
2018
Q2 | $480K | Buy |
2,440
+251
| +11% | +$49.4K | 0.43% | 45 |
|
|
2018
Q1 | $481K | Buy |
2,189
+579
| +36% | +$127K | 0.47% | 35 |
|
|
2017
Q4 | $379K | Buy |
+1,610
| New | +$379K | 0.4% | 49 |
|