SWM
SVA Wealth Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.81M | Sell |
10,344
-603
| -6% | -$105K | 0.16% | 107 |
|
|
2020
Q3 | $1.75M | Sell |
10,947
-183
| -2% | -$29.3K | 0.17% | 100 |
|
|
2020
Q2 | $1.74M | Buy |
11,130
+210
| +2% | +$32.8K | 0.19% | 101 |
|
|
2020
Q1 | $1.49M | Buy |
10,920
+529
| +5% | +$72.2K | 0.17% | 100 |
|
|
2019
Q4 | $1.83M | Sell |
10,391
-525
| -5% | -$92.6K | 0.17% | 100 |
|
|
2019
Q3 | $1.8M | Sell |
10,916
-286
| -3% | -$47K | 0.18% | 97 |
|
|
2019
Q2 | $1.94M | Sell |
11,202
-6,020
| -35% | -$1.04M | 0.19% | 95 |
|
|
2019
Q1 | $3.58M | Sell |
17,222
-13,948
| -45% | -$2.9M | 0.35% | 66 |
|
|
2018
Q4 | $5.94M | Sell |
31,170
-5,914
| -16% | -$1.13M | 0.67% | 39 |
|
|
2018
Q3 | $7.81M | Buy |
37,084
+199
| +0.5% | +$41.9K | 0.79% | 30 |
|
|
2018
Q2 | $7.26M | Sell |
36,885
-2,133
| -5% | -$420K | 0.78% | 32 |
|
|
2018
Q1 | $8.19M | Buy |
39,018
+1,642
| +4% | +$345K | 1.01% | 23 |
|
|
2017
Q4 | $8.8M | Sell |
37,376
-1,642
| -4% | -$386K | 1.03% | 21 |
|
|
2017
Q3 | $8.19M | Sell |
39,018
-459
| -1% | -$96.3K | 1.01% | 23 |
|
|
2017
Q2 | $8.22M | Sell |
39,477
-540
| -1% | -$112K | 1.07% | 21 |
|
|
2017
Q1 | $7.66M | Sell |
40,017
-2,019
| -5% | -$386K | 1.04% | 23 |
|
|
2016
Q4 | $7.51M | Sell |
42,036
-731
| -2% | -$131K | 1.12% | 23 |
|
|
2016
Q3 | $7.54M | Buy |
42,767
+2,435
| +6% | +$429K | 1.17% | 21 |
|
|
2016
Q2 | $7.06M | Buy |
40,332
+953
| +2% | +$167K | 1.14% | 22 |
|
|
2016
Q1 | $6.56M | Sell |
39,379
-43
| -0.1% | -$7.17K | 1.09% | 24 |
|
|
2015
Q4 | $5.94M | Buy |
39,422
+136
| +0.3% | +$20.5K | 1.03% | 27 |
|
|
2015
Q3 | $5.57M | Buy |
39,286
+1,242
| +3% | +$176K | 1.04% | 26 |
|
|
2015
Q2 | $5.87M | Sell |
38,044
-221
| -0.6% | -$34.1K | 1.08% | 27 |
|
|
2015
Q1 | $6.31M | Buy |
38,265
+31,762
| +488% | +$5.24M | 1.15% | 22 |
|
|
2014
Q4 | $1.07M | Sell |
6,503
-68
| -1% | -$11.2K | 0.39% | 62 |
|
|
2014
Q3 | $931K | Buy |
6,571
+50
| +0.8% | +$7.08K | 0.4% | 62 |
|
|
2014
Q2 | $934K | Sell |
6,521
-30
| -0.5% | -$4.3K | 0.4% | 60 |
|
|
2014
Q1 | $889K | Buy |
6,551
+818
| +14% | +$111K | 0.42% | 60 |
|
|
2013
Q4 | $804K | Buy |
+5,733
| New | +$804K | 0.48% | 56 |
|