TrueWealth LLC’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $2M | Sell |
15,333
-30
| -0.2% | -$3.91K | 0.84% | 21 |
|
|
2020
Q1 | $1.75M | Buy |
15,363
+315
| +2% | +$35.9K | 0.85% | 21 |
|
|
2019
Q4 | $2.22M | Hold |
15,048
| – | – | 0.9% | 18 |
|
|
2019
Q3 | $2.07M | Hold |
15,048
| – | – | 0.89% | 18 |
|
|
2019
Q2 | $2.18M | Sell |
15,048
-69
| -0.5% | -$10K | 0.97% | 18 |
|
|
2019
Q1 | $2.63M | Sell |
15,117
-12
| -0.1% | -$2.09K | 1.22% | 14 |
|
|
2018
Q4 | $2.41M | Buy |
15,129
+7,023
| +87% | +$1.12M | 1.22% | 13 |
|
|
2018
Q3 | $1.43M | Sell |
8,106
-12
| -0.1% | -$2.11K | 0.65% | 22 |
|
|
2018
Q2 | $1.34M | Hold |
8,118
| – | – | 0.64% | 24 |
|
|
2018
Q1 | $1.49M | Sell |
8,118
-11
| -0.1% | -$2.02K | 0.75% | 19 |
|
|
2017
Q4 | $1.6M | Buy |
+8,129
| New | +$1.6M | 0.75% | 21 |
|