Next Financial Group’s 3M MMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | $692K | Sell |
4,657
-3,357
| -42% | -$499K | 0.05% | 420 |
|
2021
Q3 | $1.18M | Sell |
8,014
-6,891
| -46% | -$1.01M | 0.09% | 238 |
|
2021
Q2 | $2.48M | Buy |
14,905
+7,490
| +101% | +$1.24M | 0.2% | 120 |
|
2021
Q1 | $1.19M | Buy |
7,415
+2,655
| +56% | +$428K | 0.11% | 216 |
|
2020
Q4 | $695K | Sell |
4,760
-8
| -0.2% | -$1.17K | 0.07% | 286 |
|
2020
Q3 | $639K | Sell |
4,768
-331
| -6% | -$44.4K | 0.07% | 281 |
|
2020
Q2 | $665K | Sell |
5,099
-977
| -16% | -$127K | 0.08% | 247 |
|
2020
Q1 | $693K | Buy |
6,076
+1,386
| +30% | +$158K | 0.09% | 208 |
|
2019
Q4 | $692K | Sell |
4,690
-1,203
| -20% | -$178K | 0.07% | 288 |
|
2019
Q3 | $810K | Buy |
5,893
+444
| +8% | +$61K | 0.09% | 262 |
|
2019
Q2 | $790K | Buy |
5,449
+3,287
| +152% | +$477K | 0.08% | 266 |
|
2019
Q1 | $376K | Sell |
2,162
-5,900
| -73% | -$1.03M | 0.1% | 187 |
|
2018
Q4 | $1.28M | Buy |
8,062
+4,863
| +152% | +$775K | 0.27% | 96 |
|
2018
Q3 | $564K | Sell |
3,199
-4,217
| -57% | -$743K | 0.26% | 83 |
|
2018
Q2 | $1.22M | Sell |
7,416
-1,732
| -19% | -$285K | 0.47% | 49 |
|
2018
Q1 | $1.68M | Buy |
9,148
+5,092
| +126% | +$935K | 0.35% | 75 |
|
2017
Q4 | $798K | Sell |
4,056
-1,864
| -31% | -$367K | 0.34% | 92 |
|
2017
Q3 | $1.08M | Sell |
5,920
-1,794
| -23% | -$327K | 0.3% | 81 |
|
2017
Q2 | $1.34M | Buy |
7,714
+174
| +2% | +$30.3K | 0.33% | 74 |
|
2017
Q1 | $1.24M | Sell |
7,540
-6,062
| -45% | -$993K | 0.34% | 72 |
|
2016
Q4 | $2.03M | Sell |
13,602
-139
| -1% | -$20.8K | 0.36% | 58 |
|
2016
Q3 | $2.03M | Buy |
13,741
+5,792
| +73% | +$854K | 0.37% | 47 |
|
2016
Q2 | $1.16M | Buy |
7,949
+559
| +8% | +$81.8K | 0.37% | 64 |
|
2016
Q1 | $1.03M | Buy |
7,390
+350
| +5% | +$48.7K | 0.36% | 66 |
|
2015
Q4 | $886K | Sell |
7,040
-1,538
| -18% | -$194K | 0.33% | 73 |
|
2015
Q3 | $1.02M | Sell |
8,578
-83
| -1% | -$9.83K | 0.36% | 67 |
|
2015
Q2 | $1.12M | Buy |
8,661
+240
| +3% | +$31K | 0.39% | 63 |
|
2015
Q1 | $1.16M | Sell |
8,421
-55
| -0.6% | -$7.58K | 0.37% | 73 |
|
2014
Q4 | $1.16M | Sell |
8,476
-5,746
| -40% | -$789K | 0.39% | 60 |
|
2014
Q3 | $1.69M | Buy |
+14,222
| New | +$1.69M | 0.34% | 57 |
|