Parasol Investment Management’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $88K | Sell |
550
-1,030
| -65% | -$165K | 0.14% | 45 |
|
|
2016
Q4 | $236K | Buy |
1,580
+99
| +7% | +$14.8K | 0.25% | 55 |
|
|
2016
Q3 | $218K | Buy |
1,481
+409
| +38% | +$60.2K | 0.23% | 56 |
|
|
2016
Q2 | $157K | Buy |
1,072
+120
| +13% | +$17.6K | 0.16% | 64 |
|
|
2016
Q1 | $133K | Buy |
952
+215
| +29% | +$30K | 0.13% | 64 |
|
|
2015
Q4 | $93K | Sell |
737
-48
| -6% | -$6.06K | 0.09% | 67 |
|
|
2015
Q3 | $93K | Sell |
785
-161
| -17% | -$19.1K | 0.08% | 69 |
|
|
2015
Q2 | $122K | Hold |
946
| – | – | 0.08% | 78 |
|
|
2015
Q1 | $130K | Hold |
946
| – | – | 0.08% | 69 |
|
|
2014
Q4 | $130K | Hold |
946
| – | – | 0.09% | 73 |
|
|
2014
Q3 | $112K | Hold |
946
| – | – | 0.08% | 69 |
|
|
2014
Q2 | $113K | Buy |
946
+118
| +14% | +$14.1K | 0.08% | 69 |
|
|
2014
Q1 | $94K | Buy |
828
+180
| +28% | +$20.4K | 0.07% | 57 |
|
|
2013
Q4 | $76K | Buy |
+648
| New | +$76K | 0.05% | 61 |
|