Squar Milner Financial Services’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-3,256
| Closed | -$425K | – | 120 |
|
|
2020
Q2 | $425K | Buy |
3,256
+142
| +5% | +$18.5K | 0.24% | 114 |
|
|
2020
Q1 | $355K | Buy |
3,114
+582
| +23% | +$66.3K | 0.21% | 106 |
|
|
2019
Q4 | $373K | Sell |
2,532
-745
| -23% | -$110K | 0.19% | 118 |
|
|
2019
Q3 | $439K | Buy |
3,277
+593
| +22% | +$79.4K | 0.22% | 114 |
|
|
2019
Q2 | $389K | Buy |
2,684
+920
| +52% | +$133K | 0.26% | 90 |
|
|
2019
Q1 | $306K | Sell |
1,764
-246
| -12% | -$42.7K | 0.23% | 107 |
|
|
2018
Q4 | $320K | Hold |
2,010
| – | – | 0.31% | 83 |
|
|
2018
Q3 | $354K | Sell |
2,010
-174
| -8% | -$30.6K | 0.32% | 83 |
|
|
2018
Q2 | $359K | Buy |
2,184
+551
| +34% | +$90.6K | 0.32% | 81 |
|
|
2018
Q1 | $300K | Hold |
1,633
| – | – | 0.38% | 94 |
|
|
2017
Q4 | $349K | Buy |
+1,633
| New | +$349K | 0.42% | 85 |
|