Wealthcare Capital Management’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-283
| Closed | -$46K | – | 432 |
|
|
2021
Q1 | $46K | Buy |
+283
| New | +$46K | ﹤0.01% | 143 |
|
|
2020
Q2 | – | Sell |
-134
| Closed | -$15K | – | 168 |
|
|
2020
Q1 | $15K | Sell |
134
-17
| -11% | -$1.9K | ﹤0.01% | 142 |
|
|
2019
Q4 | $22K | Buy |
151
+37
| +32% | +$5.39K | ﹤0.01% | 149 |
|
|
2019
Q3 | $16K | Hold |
114
| – | – | ﹤0.01% | 146 |
|
|
2019
Q2 | $16K | Hold |
114
| – | – | ﹤0.01% | 138 |
|
|
2019
Q1 | $20K | Hold |
114
| – | – | ﹤0.01% | 139 |
|
|
2018
Q4 | $18K | Hold |
114
| – | – | ﹤0.01% | 134 |
|
|
2018
Q3 | $20K | Hold |
114
| – | – | ﹤0.01% | 138 |
|
|
2018
Q2 | $19K | Buy |
114
+54
| +90% | +$9K | ﹤0.01% | 131 |
|
|
2018
Q1 | $11K | Buy |
60
+48
| +400% | +$8.8K | ﹤0.01% | 139 |
|
|
2017
Q4 | $2K | Sell |
12
-145
| -92% | -$24.2K | ﹤0.01% | 198 |
|
|
2017
Q3 | $28K | Buy |
157
+2
| +1% | +$357 | ﹤0.01% | 99 |
|
|
2017
Q2 | $27K | Sell |
155
-120
| -44% | -$20.9K | ﹤0.01% | 98 |
|
|
2017
Q1 | $44K | Buy |
275
+1
| +0.4% | +$160 | ﹤0.01% | 87 |
|
|
2016
Q4 | $41K | Buy |
274
+1
| +0.4% | +$150 | ﹤0.01% | 86 |
|
|
2016
Q3 | $40K | Buy |
273
+2
| +0.7% | +$293 | ﹤0.01% | 81 |
|
|
2016
Q2 | $40K | Buy |
271
+119
| +78% | +$17.6K | ﹤0.01% | 79 |
|
|
2016
Q1 | $21K | Buy |
152
+1
| +0.7% | +$138 | ﹤0.01% | 105 |
|
|
2015
Q4 | $19K | Buy |
151
+1
| +0.7% | +$126 | ﹤0.01% | 119 |
|
|
2015
Q3 | $18K | Sell |
150
-139
| -48% | -$16.7K | ﹤0.01% | 134 |
|
|
2015
Q2 | $37K | Sell |
289
-656
| -69% | -$84K | ﹤0.01% | 122 |
|
|
2015
Q1 | $130K | Buy |
945
+798
| +543% | +$110K | 0.02% | 128 |
|
|
2014
Q4 | $20K | Buy |
147
+13
| +10% | +$1.77K | ﹤0.01% | 115 |
|
|
2014
Q3 | $16K | Buy |
+134
| New | +$16K | ﹤0.01% | 120 |
|