RDM
Retirement Design & Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-2,668
| Closed | -$467K | – | 37 |
|
|
2016
Q2 | $467K | Buy |
2,668
+1,138
| +74% | +$199K | 0.29% | 52 |
|
|
2016
Q1 | $255K | Hold |
1,530
| – | – | 0.18% | 59 |
|
|
2015
Q4 | $230K | Buy |
+1,530
| New | +$230K | 0.13% | 67 |
|
|
2015
Q3 | – | Sell |
-1,380
| Closed | -$213K | – | 73 |
|
|
2015
Q2 | $213K | Sell |
1,380
-100
| -7% | -$15.4K | 0.18% | 71 |
|
|
2015
Q1 | $244K | Hold |
1,480
| – | – | 0.21% | 67 |
|
|
2014
Q4 | $243K | Buy |
+1,480
| New | +$243K | 0.18% | 70 |
|