TWM
Torch Wealth Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $1.32M | Buy |
+7,455
| New | +$1.32M | 0.73% | 48 |
|
|
2019
Q2 | – | Sell |
-975
| Closed | -$203K | – | 107 |
|
|
2019
Q1 | $203K | Buy |
+975
| New | +$203K | 0.13% | 103 |
|
|
2018
Q4 | – | Sell |
-975
| Closed | -$205K | – | 103 |
|
|
2018
Q3 | $205K | Buy |
+975
| New | +$205K | 0.12% | 102 |
|
|
2018
Q2 | – | Sell |
-975
| Closed | -$214K | – | 103 |
|
|
2018
Q1 | $214K | Hold |
975
| – | – | 0.14% | 98 |
|
|
2017
Q4 | $229K | Buy |
+975
| New | +$229K | 0.14% | 100 |
|
|
2015
Q2 | – | Sell |
-1,275
| Closed | -$210K | – | 106 |
|
|
2015
Q1 | $210K | Sell |
1,275
-500
| -28% | -$82.4K | 0.16% | 86 |
|
|
2014
Q4 | $292K | Hold |
1,775
| – | – | 0.22% | 77 |
|
|
2014
Q3 | $251K | Hold |
1,775
| – | – | 0.18% | 86 |
|
|
2014
Q2 | $254K | Hold |
1,775
| – | – | 0.17% | 86 |
|
|
2014
Q1 | $241K | Buy |
1,775
+75
| +4% | +$10.2K | 0.17% | 86 |
|
|
2013
Q4 | $238K | Buy |
+1,700
| New | +$238K | 0.18% | 87 |
|