Pacific Wealth Strategies Group’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-21,639
| Closed | -$2.82M | – | 87 |
|
|
2020
Q2 | $2.82M | Buy |
21,639
+3,398
| +19% | +$443K | 1.57% | 21 |
|
|
2020
Q1 | $2.08M | Buy |
18,241
+4,031
| +28% | +$460K | 1.42% | 25 |
|
|
2019
Q4 | $2.1M | Buy |
14,210
+316
| +2% | +$46.6K | 1.16% | 33 |
|
|
2019
Q3 | $1.91M | Buy |
13,894
+1,072
| +8% | +$147K | 1.18% | 30 |
|
|
2019
Q2 | $1.86M | Buy |
12,822
+134
| +1% | +$19.4K | 1.16% | 33 |
|
|
2019
Q1 | $2.2M | Sell |
12,688
-63
| -0.5% | -$10.9K | 1.42% | 27 |
|
|
2018
Q4 | $2.03M | Buy |
12,751
+299
| +2% | +$47.6K | 1.46% | 28 |
|
|
2018
Q3 | $2.19M | Buy |
12,452
+174
| +1% | +$30.7K | 1.4% | 24 |
|
|
2018
Q2 | $2.02M | Sell |
12,278
-218
| -2% | -$35.9K | 1.39% | 23 |
|
|
2018
Q1 | $2.29M | Buy |
12,496
+85
| +0.7% | +$15.6K | 1.63% | 22 |
|
|
2017
Q4 | $2.44M | Sell |
12,411
-627
| -5% | -$123K | 1.74% | 18 |
|
|
2017
Q3 | $2.29M | Sell |
13,038
-816
| -6% | -$143K | 1.81% | 15 |
|
|
2017
Q2 | $2.41M | Sell |
13,854
-256
| -2% | -$44.6K | 2.06% | 13 |
|
|
2017
Q1 | $2.26M | Sell |
14,110
-396
| -3% | -$63.3K | 1.96% | 14 |
|
|
2016
Q4 | $2.17M | Buy |
+14,506
| New | +$2.17M | 2.13% | 14 |
|