SWS Partners’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $253K | Sell |
1,752
-318
| -15% | -$45.9K | 0.15% | 103 |
|
|
2019
Q2 | $300K | Buy |
+2,070
| New | +$300K | 0.19% | 98 |
|
|
2018
Q4 | $265K | Buy |
1,666
+29
| +2% | +$4.61K | 0.2% | 84 |
|
|
2018
Q3 | $288K | Buy |
1,637
+202
| +14% | +$35.5K | 0.18% | 87 |
|
|
2018
Q2 | $236K | Buy |
1,435
+1,302
| +979% | +$214K | 0.17% | 92 |
|
|
2018
Q1 | $24K | Hold |
133
| – | – | 0.02% | 200 |
|
|
2017
Q4 | $26K | Buy |
+133
| New | +$26K | 0.02% | 202 |
|