MWP
MYCIO Wealth Partners’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,809
| Closed | -$1.03M | – | 254 |
|
|
2019
Q4 | $1.03M | Buy |
5,809
+69
| +1% | +$12.2K | 0.07% | 128 |
|
|
2019
Q3 | $944K | Buy |
5,740
+526
| +10% | +$86.5K | 0.07% | 117 |
|
|
2019
Q2 | $904K | Buy |
5,214
+80
| +2% | +$13.9K | 0.07% | 115 |
|
|
2019
Q1 | $1.07M | Buy |
5,134
+11
| +0.2% | +$2.29K | 0.09% | 97 |
|
|
2018
Q4 | $976K | Buy |
5,123
+16
| +0.3% | +$3.05K | 0.09% | 103 |
|
|
2018
Q3 | $1.08M | Sell |
5,107
-95
| -2% | -$20K | 0.1% | 89 |
|
|
2018
Q2 | $1.02M | Buy |
5,202
+10
| +0.2% | +$1.97K | 0.11% | 92 |
|
|
2018
Q1 | $1.14M | Sell |
5,192
-20
| -0.4% | -$4.39K | 0.13% | 67 |
|
|
2017
Q4 | $1.23M | Sell |
5,212
-668
| -11% | -$157K | 0.13% | 69 |
|
|
2017
Q3 | $1.23M | Buy |
5,880
+416
| +8% | +$87.3K | 0.14% | 69 |
|
|
2017
Q2 | $1.14M | Sell |
5,464
-1,300
| -19% | -$271K | 0.13% | 69 |
|
|
2017
Q1 | $1.29M | Buy |
6,764
+1,122
| +20% | +$215K | 0.16% | 63 |
|
|
2016
Q4 | $1.01M | Sell |
5,642
-43
| -0.8% | -$7.68K | 0.13% | 71 |
|
|
2016
Q3 | $1M | Buy |
5,685
+707
| +14% | +$125K | 0.17% | 57 |
|
|
2016
Q2 | $872K | Sell |
4,978
-200
| -4% | -$35K | 0.15% | 63 |
|
|
2016
Q1 | $863K | Buy |
5,178
+1,518
| +41% | +$253K | 0.15% | 60 |
|
|
2015
Q4 | $551K | Hold |
3,660
| – | – | 0.1% | 85 |
|
|
2015
Q3 | $519K | Sell |
3,660
-93
| -2% | -$13.2K | 0.11% | 73 |
|
|
2015
Q2 | $579K | Buy |
3,753
+1,493
| +66% | +$230K | 0.11% | 74 |
|
|
2015
Q1 | $373K | Buy |
2,260
+515
| +30% | +$85K | 0.08% | 98 |
|
|
2014
Q4 | $287K | Buy |
1,745
+245
| +16% | +$40.3K | 0.06% | 109 |
|
|
2014
Q3 | $213K | Hold |
1,500
| – | – | 0.05% | 128 |
|
|
2014
Q2 | $215K | Hold |
1,500
| – | – | 0.05% | 127 |
|
|
2014
Q1 | $203K | Sell |
1,500
-100
| -6% | -$13.5K | 0.05% | 129 |
|
|
2013
Q4 | $224K | Buy |
1,600
+100
| +7% | +$14K | 0.06% | 127 |
|
|
2013
Q3 | $179K | Sell |
1,500
-69
| -4% | -$8.23K | 0.05% | 129 |
|
|
2013
Q2 | $172K | Buy |
+1,569
| New | +$172K | 0.05% | 126 |
|