WFG Advisors’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $1.47M | Buy |
8,429
+161
| +2% | +$28K | 0.33% | 81 |
|
|
2017
Q1 | $1.32M | Buy |
8,268
+34
| +0.4% | +$5.44K | 0.35% | 71 |
|
|
2016
Q4 | $1.23M | Sell |
8,234
-393
| -5% | -$58.7K | 0.3% | 88 |
|
|
2016
Q3 | $1.27M | Buy |
8,627
+3,226
| +60% | +$475K | 0.32% | 84 |
|
|
2016
Q2 | $791K | Sell |
5,401
-134
| -2% | -$19.6K | 0.21% | 118 |
|
|
2016
Q1 | $771K | Buy |
5,535
+465
| +9% | +$64.8K | 0.22% | 109 |
|
|
2015
Q4 | $639K | Buy |
5,070
+49
| +1% | +$6.18K | 0.19% | 134 |
|
|
2015
Q3 | $595K | Sell |
5,021
-2,813
| -36% | -$333K | 0.19% | 126 |
|
|
2015
Q2 | $1.01M | Buy |
7,834
+2,562
| +49% | +$331K | 0.28% | 77 |
|
|
2015
Q1 | $727K | Sell |
5,272
-7,359
| -58% | -$1.01M | 0.2% | 116 |
|
|
2014
Q4 | $1.74M | Sell |
12,631
-2,205
| -15% | -$303K | 0.35% | 52 |
|
|
2014
Q3 | $1.76M | Sell |
14,836
-670
| -4% | -$79.4K | 0.33% | 56 |
|
|
2014
Q2 | $1.86M | Sell |
15,506
-90
| -0.6% | -$10.8K | 0.35% | 62 |
|
|
2014
Q1 | $1.77M | Buy |
15,596
+518
| +3% | +$58.8K | 0.36% | 51 |
|
|
2013
Q4 | $1.77M | Buy |
15,078
+118
| +0.8% | +$13.8K | 0.25% | 97 |
|
|
2013
Q3 | $1.49M | Sell |
14,960
-935
| -6% | -$93.4K | 0.23% | 100 |
|
|
2013
Q2 | $1.45M | Buy |
+15,895
| New | +$1.45M | 0.24% | 105 |
|