Shepherd Kaplan Krochuk’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,196
| Closed | -$208K | – | 167 |
|
|
2019
Q1 | $208K | Buy |
+1,196
| New | +$208K | 0.13% | 143 |
|
|
2018
Q4 | – | Sell |
-1,196
| Closed | -$211K | – | 220 |
|
|
2018
Q3 | $211K | Buy |
+1,196
| New | +$211K | 0.11% | 167 |
|
|
2018
Q2 | – | Sell |
-1,196
| Closed | -$220K | – | 237 |
|
|
2018
Q1 | $220K | Hold |
1,196
| – | – | 0.13% | 170 |
|
|
2017
Q4 | $235K | Buy |
+1,196
| New | +$235K | 0.15% | 164 |
|