Seneca House Advisors’s 3M MMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-4,523
| Closed | -$661K | – | 89 |
|
2019
Q2 | $661K | Sell |
4,523
-1,322
| -23% | -$193K | 0.61% | 46 |
|
2019
Q1 | $1.02M | Sell |
5,845
-1,136
| -16% | -$197K | 0.88% | 34 |
|
2018
Q4 | $1.11M | Sell |
6,981
-1,021
| -13% | -$163K | 1.05% | 27 |
|
2018
Q3 | $1.41M | Buy |
8,002
+259
| +3% | +$45.6K | 1.1% | 23 |
|
2018
Q2 | $1.27M | Buy |
7,743
+1,895
| +32% | +$312K | 1.04% | 26 |
|
2018
Q1 | $1.07M | Buy |
5,848
+1,351
| +30% | +$248K | 0.9% | 34 |
|
2017
Q4 | $885K | Buy |
+4,497
| New | +$885K | 0.76% | 44 |
|