Tiedemann Trust’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | $252K | Sell |
1,721
-356
| -17% | -$52.1K | 0.05% | 61 |
|
|
2016
Q1 | $289K | Buy |
2,077
+149
| +8% | +$20.7K | 0.04% | 60 |
|
|
2015
Q4 | $243K | Hold |
1,928
| – | – | 0.04% | 71 |
|
|
2015
Q3 | $229K | Sell |
1,928
-329
| -15% | -$39.1K | 0.02% | 52 |
|
|
2015
Q2 | $291K | Hold |
2,257
| – | – | 0.02% | 61 |
|
|
2015
Q1 | $308K | Buy |
2,257
+329
| +17% | +$44.9K | 0.03% | 51 |
|
|
2014
Q4 | $264K | Hold |
1,928
| – | – | 0.02% | 58 |
|
|
2014
Q3 | $228K | Hold |
1,928
| – | – | 0.02% | 74 |
|
|
2014
Q2 | $230K | Buy |
1,928
+56
| +3% | +$6.68K | 0.02% | 75 |
|
|
2014
Q1 | $212 | Hold |
1,872
| – | – | 0.02% | 82 |
|
|
2013
Q4 | $219K | Buy |
+1,872
| New | +$219K | 0.03% | 75 |
|
|
2013
Q3 | – | Sell |
-2,392
| Closed | -$218K | – | 98 |
|
|
2013
Q2 | $218K | Buy |
+2,392
| New | +$218K | 0.04% | 109 |
|