VWM
Vector Wealth Management’s 3M MMM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q4 | $4.17M | Sell |
23,349
-308
| -1% | -$55K | 2.93% | 11 |
|
2016
Q3 | $4.17M | Sell |
23,657
-174
| -0.7% | -$30.7K | 2.86% | 12 |
|
2016
Q2 | $4.17M | Buy |
23,831
+158
| +0.7% | +$27.7K | 2.84% | 10 |
|
2016
Q1 | $3.95M | Buy |
23,673
+340
| +1% | +$56.7K | 2.92% | 11 |
|
2015
Q4 | $3.52M | Sell |
23,333
-285
| -1% | -$42.9K | 2.74% | 11 |
|
2015
Q3 | $3.7M | Sell |
23,618
-141
| -0.6% | -$22.1K | 2.91% | 10 |
|
2015
Q2 | $3.67M | Sell |
23,759
-441
| -2% | -$68K | 2.89% | 9 |
|
2015
Q1 | $3.99M | Buy |
24,200
+577
| +2% | +$95.2K | 3.24% | 9 |
|
2014
Q4 | $3.88M | Sell |
23,623
-84
| -0.4% | -$13.8K | 2.92% | 9 |
|
2014
Q3 | $3.36M | Buy |
23,707
+159
| +0.7% | +$22.5K | 2.48% | 9 |
|
2014
Q2 | $3.37M | Buy |
23,548
+517
| +2% | +$74.1K | 2.48% | 9 |
|
2014
Q1 | $3.12M | Sell |
23,031
-796
| -3% | -$108K | 2.26% | 9 |
|
2013
Q4 | $3.34M | Buy |
23,827
+233
| +1% | +$32.7K | 2.36% | 9 |
|
2013
Q3 | $2.82M | Buy |
23,594
+607
| +3% | +$72.5K | 2.06% | 9 |
|
2013
Q2 | $2.51M | Buy |
+22,987
| New | +$2.51M | 1.84% | 10 |
|