Private Vista’s 3M MMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-1,467
| Closed | -$202K | – | 153 |
|
2019
Q3 | $202K | Buy |
1,467
+71
| +5% | +$9.78K | 0.05% | 143 |
|
2019
Q2 | $203K | Sell |
1,396
-357
| -20% | -$51.9K | 0.05% | 147 |
|
2019
Q1 | $305K | Sell |
1,753
-100
| -5% | -$17.4K | 0.08% | 123 |
|
2018
Q4 | $295K | Sell |
1,853
-202
| -10% | -$32.2K | 0.07% | 121 |
|
2018
Q3 | $362K | Buy |
2,055
+285
| +16% | +$50.2K | 0.07% | 109 |
|
2018
Q2 | $291K | Sell |
1,770
-159
| -8% | -$26.1K | 0.07% | 116 |
|
2018
Q1 | $354K | Buy |
+1,929
| New | +$354K | 0.1% | 89 |
|