SRCM
Swift Run Capital Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-2,866
| Closed | -$442K | – | 57 |
|
|
2015
Q2 | $442K | Hold |
2,866
| – | – | 0.19% | 39 |
|
|
2015
Q1 | $473K | Buy |
+2,866
| New | +$473K | 0.21% | 37 |
|
|
2014
Q4 | – | Sell |
-2,666
| Closed | -$378K | – | 53 |
|
|
2014
Q3 | $378K | Hold |
2,666
| – | – | 0.2% | 37 |
|
|
2014
Q2 | $382K | Hold |
2,666
| – | – | 0.17% | 37 |
|
|
2014
Q1 | $362K | Buy |
2,666
+553
| +26% | +$75.1K | 0.19% | 39 |
|
|
2013
Q4 | $296K | Buy |
+2,113
| New | +$296K | 0.24% | 40 |
|