Wealthfront’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $3.74M | Sell |
21,241
-868
| -4% | -$153K | 0.04% | 80 |
|
|
2018
Q2 | $3.64M | Sell |
22,109
-7,124
| -24% | -$1.17M | 0.04% | 79 |
|
|
2018
Q1 | $5.37M | Sell |
29,233
-1,350
| -4% | -$248K | 0.05% | 54 |
|
|
2017
Q4 | $6.02M | Buy |
30,583
+2,123
| +7% | +$418K | 0.07% | 52 |
|
|
2017
Q3 | $5M | Buy |
28,460
+1,810
| +7% | +$318K | 0.06% | 53 |
|
|
2017
Q2 | $4.64M | Buy |
26,650
+4,024
| +18% | +$700K | 0.07% | 50 |
|
|
2017
Q1 | $3.62M | Buy |
22,626
+3,119
| +16% | +$499K | 0.06% | 56 |
|
|
2016
Q4 | $2.91M | Buy |
19,507
+150
| +0.8% | +$22.4K | 0.06% | 56 |
|
|
2016
Q3 | $2.85M | Buy |
19,357
+2,389
| +14% | +$352K | 0.07% | 55 |
|
|
2016
Q2 | $2.48M | Buy |
16,968
+1,592
| +10% | +$233K | 0.07% | 54 |
|
|
2016
Q1 | $2.14M | Buy |
15,376
+4,159
| +37% | +$579K | 0.07% | 52 |
|
|
2015
Q4 | $1.41M | Buy |
11,217
+1,428
| +15% | +$180K | 0.05% | 71 |
|
|
2015
Q3 | $1.16M | Buy |
9,789
+3,607
| +58% | +$427K | 0.05% | 71 |
|
|
2015
Q2 | $798K | Buy |
6,182
+1,313
| +27% | +$169K | 0.03% | 68 |
|
|
2015
Q1 | $672K | Buy |
4,869
+1,189
| +32% | +$164K | 0.03% | 63 |
|
|
2014
Q4 | $506K | Sell |
3,680
-227
| -6% | -$31.2K | 0.03% | 71 |
|
|
2014
Q3 | $0 | Buy |
3,907
+1,183
| +43% | – | ﹤0.01% | 701 |
|
|
2014
Q2 | $331K | Buy |
2,724
+1,215
| +81% | +$148K | 0.03% | 57 |
|
|
2014
Q1 | $172K | Buy |
+1,509
| New | +$172K | 0.02% | 67 |
|