Lucia Wealth Services’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $63K | Sell |
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|
2020
Q2 | $65K | Hold |
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|
2020
Q1 | $57K | Hold |
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|
2019
Q4 | $74K | Sell |
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|
2019
Q3 | $88K | Sell |
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|
2019
Q2 | $153K | Hold |
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|
2019
Q1 | $184K | Buy |
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|
2018
Q4 | $15K | Sell |
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|
2018
Q3 | $217K | Buy |
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|
2018
Q2 | $201K | Buy |
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|
2018
Q1 | $223K | Buy |
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|
2017
Q4 | $201K | Buy |
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