Omnia Family Wealth’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,124
| Closed | -$195K | – | 355 |
|
|
2019
Q1 | $195K | Hold |
1,124
| – | – | 0.1% | 93 |
|
|
2018
Q4 | $179K | Sell |
1,124
-133
| -11% | -$21.2K | 0.1% | 93 |
|
|
2018
Q3 | $221K | Hold |
1,257
| – | – | 0.1% | 85 |
|
|
2018
Q2 | $207K | Sell |
1,257
-426
| -25% | -$70.2K | 0.1% | 85 |
|
|
2018
Q1 | $309K | Buy |
1,683
+598
| +55% | +$110K | 0.14% | 60 |
|
|
2017
Q4 | $213K | Hold |
1,085
| – | – | 0.1% | 86 |
|
|
2017
Q3 | $190K | Sell |
1,085
-97
| -8% | -$17K | 0.09% | 92 |
|
|
2017
Q2 | $206K | Hold |
1,182
| – | – | 0.1% | 85 |
|
|
2017
Q1 | $189K | Buy |
1,182
+34
| +3% | +$5.44K | 0.09% | 90 |
|
|
2016
Q4 | $171K | Buy |
+1,148
| New | +$171K | 0.08% | 95 |
|