Titus Wealth Management’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,442
| Closed | -$213K | – | 111 |
|
|
2019
Q4 | $213K | Buy |
+1,442
| New | +$213K | 0.21% | 100 |
|
|
2019
Q3 | – | Sell |
-1,792
| Closed | -$259K | – | 102 |
|
|
2019
Q2 | $259K | Sell |
1,792
-15
| -0.8% | -$2.17K | 0.26% | 71 |
|
|
2019
Q1 | $314 | Buy |
1,807
+30
| +2% | +$5 | 0.28% | 68 |
|
|
2018
Q4 | $283 | Hold |
1,777
| – | – | 0.24% | 68 |
|
|
2018
Q3 | $313K | Sell |
1,777
-666
| -27% | -$117K | 0.27% | 64 |
|
|
2018
Q2 | $402K | Buy |
+2,443
| New | +$402K | 0.43% | 42 |
|
|
2018
Q1 | – | Sell |
-2,414
| Closed | -$474K | – | 86 |
|
|
2017
Q4 | $474K | Buy |
+2,414
| New | +$474K | 0.54% | 36 |
|