Northstar Wealth Partners’s 3M MMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | $3.26M | Buy |
24,366
+551
| +2% | +$73.8K | 1.52% | 18 |
|
2020
Q2 | $3.11M | Buy |
23,815
+1,456
| +7% | +$190K | 1.3% | 20 |
|
2020
Q1 | $2.55M | Buy |
22,359
+1,775
| +9% | +$203K | 1.3% | 18 |
|
2019
Q4 | $3.04M | Buy |
20,584
+52
| +0.3% | +$7.67K | 1.24% | 19 |
|
2019
Q3 | $2.82M | Sell |
20,532
-2,026
| -9% | -$278K | 1.24% | 21 |
|
2019
Q2 | $3.27M | Buy |
22,558
+676
| +3% | +$98K | 1.46% | 18 |
|
2019
Q1 | $3.8M | Buy |
21,882
+74
| +0.3% | +$12.9K | 1.74% | 15 |
|
2018
Q4 | $3.47M | Sell |
21,808
-185
| -0.8% | -$29.5K | 1.82% | 12 |
|
2018
Q3 | $3.87M | Buy |
21,993
+1,483
| +7% | +$261K | 1.86% | 11 |
|
2018
Q2 | $3.37M | Buy |
20,510
+44
| +0.2% | +$7.24K | 1.69% | 11 |
|
2018
Q1 | $3.76M | Buy |
20,466
+13,062
| +176% | +$2.4M | 1.92% | 8 |
|
2017
Q4 | $1.49M | Buy |
7,404
+95
| +1% | +$19.1K | 1.32% | 19 |
|
2017
Q3 | $1.32M | Sell |
7,309
-872
| -11% | -$158K | 1.29% | 22 |
|
2017
Q2 | $1.44M | Buy |
8,181
+36
| +0.4% | +$6.33K | 1.31% | 22 |
|
2017
Q1 | $1.3M | Buy |
+8,145
| New | +$1.3M | 1.21% | 25 |
|