SHJ
Sharkey, Howes & Javer’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-477
| Closed | -$83K | – | 125 |
|
|
2019
Q2 | $83K | Sell |
477
-127
| -21% | -$22.1K | 0.04% | 92 |
|
|
2019
Q1 | $125K | Buy |
604
+127
| +27% | +$26.3K | 0.06% | 73 |
|
|
2018
Q4 | $91K | Sell |
477
-127
| -21% | -$24.3K | 0.06% | 81 |
|
|
2018
Q3 | $127K | Hold |
604
| – | – | 0.07% | 71 |
|
|
2018
Q2 | $119K | Hold |
604
| – | – | 0.07% | 64 |
|
|
2018
Q1 | $132K | Hold |
604
| – | – | 0.07% | 49 |
|
|
2017
Q4 | $142K | Hold |
604
| – | – | 0.08% | 44 |
|
|
2017
Q3 | $131K | Hold |
604
| – | – | 0.07% | 54 |
|
|
2017
Q2 | $126K | Hold |
604
| – | – | 0.07% | 50 |
|
|
2017
Q1 | $116K | Hold |
604
| – | – | 0.06% | 49 |
|
|
2016
Q4 | $108K | Hold |
604
| – | – | 0.07% | 55 |
|
|
2016
Q3 | $106K | Hold |
604
| – | – | 0.06% | 56 |
|
|
2016
Q2 | $106K | Hold |
604
| – | – | 0.07% | 60 |
|
|
2016
Q1 | $101K | Hold |
604
| – | – | 0.07% | 58 |
|
|
2015
Q4 | $91K | Hold |
604
| – | – | 0.06% | 64 |
|
|
2015
Q3 | $85K | Hold |
604
| – | – | 0.07% | 65 |
|
|
2015
Q2 | $93K | Sell |
604
-648
| -52% | -$99.8K | 0.07% | 44 |
|
|
2015
Q1 | $207K | Buy |
+1,252
| New | +$207K | 0.13% | 40 |
|