Mad River Investors’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,372
| Closed | -$202K | – | 21 |
|
|
2019
Q4 | $202K | Buy |
+1,372
| New | +$202K | 0.17% | 23 |
|
|
2019
Q3 | – | Sell |
-1,997
| Closed | -$289K | – | 24 |
|
|
2019
Q2 | $289K | Sell |
1,997
-268
| -12% | -$38.8K | 0.25% | 27 |
|
|
2019
Q1 | $394K | Sell |
2,265
-268
| -11% | -$46.6K | 0.35% | 26 |
|
|
2018
Q4 | $404K | Hold |
2,533
| – | – | 0.45% | 24 |
|
|
2018
Q3 | $446K | Hold |
2,533
| – | – | 0.34% | 24 |
|
|
2018
Q2 | $417K | Hold |
2,533
| – | – | 0.35% | 25 |
|
|
2018
Q1 | $465K | Buy |
2,533
+1,162
| +85% | +$213K | 0.45% | 22 |
|
|
2017
Q4 | $270K | Hold |
1,371
| – | – | 0.3% | 22 |
|
|
2017
Q3 | $241K | Buy |
+1,371
| New | +$241K | 0.26% | 23 |
|