Stevens First Principles Investment Advisors’s 3M MMM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | – | Sell |
-239
| Closed | -$30K | – | 170 |
|
2015
Q4 | $30K | Buy |
+239
| New | +$30K | 0.03% | 126 |
|
2015
Q3 | – | Sell |
-2,392
| Closed | -$309K | – | 221 |
|
2015
Q2 | $309K | Buy |
+2,392
| New | +$309K | 0.2% | 73 |
|
2014
Q3 | – | Sell |
-1,316
| Closed | -$158K | – | 240 |
|
2014
Q2 | $158K | Buy |
+1,316
| New | +$158K | 0.09% | 95 |
|