Mosaic Family Wealth’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $546K | Sell |
3,675
-218
| -6% | -$32.4K | 0.14% | 97 |
|
|
2021
Q3 | $571K | Buy |
3,893
+617
| +19% | +$90.5K | 0.16% | 92 |
|
|
2021
Q2 | $544K | Buy |
3,276
+7
| +0.2% | +$1.16K | 0.16% | 89 |
|
|
2021
Q1 | $527K | Buy |
3,269
+24
| +0.7% | +$3.87K | 0.15% | 85 |
|
|
2020
Q4 | $474K | Buy |
3,245
+378
| +13% | +$55.2K | 0.16% | 89 |
|
|
2020
Q3 | $384K | Buy |
2,867
+400
| +16% | +$53.6K | 0.14% | 91 |
|
|
2020
Q2 | $322K | Buy |
2,467
+61
| +3% | +$7.96K | 0.13% | 98 |
|
|
2020
Q1 | $275K | Sell |
2,406
-98
| -4% | -$11.2K | 0.14% | 95 |
|
|
2019
Q4 | $370K | Sell |
2,504
-691
| -22% | -$102K | 0.15% | 97 |
|
|
2019
Q3 | $439K | Buy |
3,195
+108
| +3% | +$14.8K | 0.18% | 90 |
|
|
2019
Q2 | $447K | Buy |
3,087
+188
| +6% | +$27.2K | 0.19% | 88 |
|
|
2019
Q1 | $504K | Buy |
2,899
+17
| +0.6% | +$2.96K | 0.2% | 71 |
|
|
2018
Q4 | $459K | Buy |
2,882
+8
| +0.3% | +$1.27K | 0.19% | 71 |
|
|
2018
Q3 | $477K | Buy |
2,874
+349
| +14% | +$57.9K | 0.2% | 78 |
|
|
2018
Q2 | $415K | Buy |
2,525
+187
| +8% | +$30.7K | 0.16% | 93 |
|
|
2018
Q1 | $429K | Buy |
2,338
+88
| +4% | +$16.1K | 0.16% | 86 |
|
|
2017
Q4 | $443K | Sell |
2,250
-1,096
| -33% | -$216K | 0.16% | 99 |
|
|
2017
Q3 | $587K | Buy |
3,346
+305
| +10% | +$53.5K | 0.23% | 79 |
|
|
2017
Q2 | $529K | Buy |
3,041
+437
| +17% | +$76K | 0.22% | 84 |
|
|
2017
Q1 | $416K | Sell |
2,604
-83
| -3% | -$13.3K | 0.18% | 101 |
|
|
2016
Q4 | $401K | Buy |
2,687
+1
| +0% | +$149 | 0.18% | 104 |
|
|
2016
Q3 | $396K | Buy |
2,686
+195
| +8% | +$28.7K | 0.18% | 101 |
|
|
2016
Q2 | $365K | Sell |
2,491
-55
| -2% | -$8.06K | 0.18% | 112 |
|
|
2016
Q1 | $354K | Buy |
2,546
+338
| +15% | +$47K | 0.17% | 106 |
|
|
2015
Q4 | $278K | Buy |
+2,208
| New | +$278K | 0.12% | 121 |
|