WWM
Willingdon Wealth Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $2.26M | Buy |
16,537
+4,270
| +35% | +$583K | 0.57% | 53 |
|
|
2019
Q4 | $2.16M | Buy |
12,267
+4,938
| +67% | +$871K | 0.45% | 70 |
|
|
2019
Q3 | $1.21M | Sell |
7,329
-18
| -0.2% | -$2.96K | 0.26% | 88 |
|
|
2019
Q2 | $1.27M | Sell |
7,347
-116
| -2% | -$20.1K | 0.3% | 88 |
|
|
2019
Q1 | $1.55M | Sell |
7,463
-18
| -0.2% | -$3.74K | 0.38% | 81 |
|
|
2018
Q4 | $1.43M | Buy |
7,481
+6,841
| +1,069% | +$1.3M | 0.41% | 89 |
|
|
2018
Q3 | $135K | Hold |
640
| – | – | 0.04% | 147 |
|
|
2018
Q2 | $126K | Buy |
640
+86
| +16% | +$16.9K | 0.04% | 130 |
|
|
2018
Q1 | $122K | Hold |
554
| – | – | 0.04% | 132 |
|
|
2017
Q4 | $130K | Buy |
554
+50
| +10% | +$11.7K | 0.04% | 121 |
|
|
2017
Q3 | $106K | Buy |
+504
| New | +$106K | 0.04% | 119 |
|
|
2017
Q1 | – | Sell |
-7,155
| Closed | -$1.28M | – | 122 |
|
|
2016
Q4 | $1.28M | Sell |
7,155
-338
| -5% | -$60.4K | 0.6% | 67 |
|
|
2016
Q3 | $1.32M | Sell |
7,493
-2,020
| -21% | -$356K | 0.67% | 70 |
|
|
2016
Q2 | $1.67M | Sell |
9,513
-407
| -4% | -$71.3K | 0.86% | 56 |
|
|
2016
Q1 | $1.65M | Buy |
+9,920
| New | +$1.65M | 1.01% | 43 |
|