West Coast Financial’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,276
| Closed | -$378K | – | 137 |
|
|
2021
Q2 | $378K | Sell |
2,276
-469
| -17% | -$77.9K | 0.06% | 103 |
|
|
2021
Q1 | $442K | Buy |
2,745
+281
| +11% | +$45.2K | 0.08% | 87 |
|
|
2020
Q4 | $360K | Sell |
2,464
-305
| -11% | -$44.6K | 0.07% | 88 |
|
|
2020
Q3 | $371K | Hold |
2,769
| – | – | 0.08% | 88 |
|
|
2020
Q2 | $361K | Sell |
2,769
-159
| -5% | -$20.7K | 0.09% | 83 |
|
|
2020
Q1 | $334K | Sell |
2,928
-19,998
| -87% | -$2.28M | 0.09% | 80 |
|
|
2019
Q4 | $3.38M | Sell |
22,926
-296
| -1% | -$43.7K | 0.72% | 41 |
|
|
2019
Q3 | $3.19M | Buy |
23,222
+77
| +0.3% | +$10.6K | 0.72% | 42 |
|
|
2019
Q2 | $3.36M | Sell |
23,145
-539
| -2% | -$78.1K | 0.77% | 44 |
|
|
2019
Q1 | $4.12M | Buy |
23,684
+1,196
| +5% | +$208K | 0.97% | 39 |
|
|
2018
Q4 | $3.58M | Sell |
22,488
-414
| -2% | -$66K | 1.02% | 34 |
|
|
2018
Q3 | $4.04M | Buy |
22,902
+1,667
| +8% | +$294K | 0.93% | 40 |
|
|
2018
Q2 | $3.49M | Sell |
21,235
-69
| -0.3% | -$11.4K | 0.97% | 37 |
|
|
2018
Q1 | $3.91M | Buy |
21,304
+59
| +0.3% | +$10.8K | 1.12% | 32 |
|
|
2017
Q4 | $4.18M | Sell |
21,245
-178
| -0.8% | -$35K | 1.18% | 32 |
|
|
2017
Q3 | $3.76M | Buy |
21,423
+1,044
| +5% | +$183K | 1.02% | 36 |
|
|
2017
Q2 | $3.55M | Sell |
20,379
-20,504
| -50% | -$3.57M | 1.13% | 34 |
|
|
2017
Q1 | $6.54M | Sell |
40,883
-499
| -1% | -$79.8K | 2.08% | 7 |
|
|
2016
Q4 | $6.17M | Buy |
41,382
+295
| +0.7% | +$44K | 1.96% | 10 |
|
|
2016
Q3 | $6.05M | Sell |
41,087
-451
| -1% | -$66.5K | 1.94% | 13 |
|
|
2016
Q2 | $6.08M | Buy |
41,538
+403
| +1% | +$59K | 2.2% | 11 |
|
|
2016
Q1 | $5.73M | Buy |
41,135
+860
| +2% | +$120K | 2.36% | 13 |
|
|
2015
Q4 | $5.07M | Buy |
40,275
+87
| +0.2% | +$11K | 2.12% | 13 |
|
|
2015
Q3 | $4.76M | Buy |
40,188
+1,727
| +4% | +$205K | 2.13% | 15 |
|
|
2015
Q2 | $4.96M | Buy |
38,461
+3,221
| +9% | +$415K | 2.17% | 13 |
|
|
2015
Q1 | $4.86M | Buy |
35,240
+2,338
| +7% | +$322K | 2.26% | 11 |
|
|
2014
Q4 | $4.52M | Buy |
32,902
+13
| +0% | +$1.79K | 2.34% | 9 |
|
|
2014
Q3 | $3.9M | Buy |
32,889
+1,258
| +4% | +$149K | 2.19% | 12 |
|
|
2014
Q2 | $3.76M | Buy |
31,631
+1,119
| +4% | +$133K | 1.98% | 18 |
|
|
2014
Q1 | $3.46M | Sell |
30,512
-1,928
| -6% | -$219K | 1.76% | 19 |
|
|
2013
Q4 | $3.66M | Buy |
32,440
+919
| +3% | +$104K | 1.89% | 14 |
|
|
2013
Q3 | $3.15M | Buy |
31,521
+54
| +0.2% | +$5.39K | 1.74% | 22 |
|
|
2013
Q2 | $2.88M | Buy |
+31,467
| New | +$2.88M | 1.57% | 25 |
|