Windsor Financial Group’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $1.66M | Buy |
9,507
+63
| +0.7% | +$11K | 0.77% | 41 |
|
|
2017
Q1 | $1.51M | Sell |
9,444
-30
| -0.3% | -$4.8K | 0.69% | 44 |
|
|
2016
Q4 | $1.41M | Buy |
9,474
+2
| +0% | +$299 | 0.67% | 44 |
|
|
2016
Q3 | $1.4M | Buy |
9,472
+2,583
| +37% | +$381K | 0.66% | 45 |
|
|
2016
Q2 | $1.18M | Sell |
6,889
-1,195
| -15% | -$205K | 0.54% | 48 |
|
|
2016
Q1 | $1.13M | Hold |
8,084
| – | – | 0.51% | 49 |
|
|
2015
Q4 | $1.02M | Buy |
8,084
+1
| +0% | +$126 | 0.5% | 50 |
|
|
2015
Q3 | $958K | Buy |
8,083
+334
| +4% | +$39.6K | 0.46% | 48 |
|
|
2015
Q2 | $1M | Buy |
7,749
+99
| +1% | +$12.8K | 0.43% | 52 |
|
|
2015
Q1 | $1.06M | Buy |
7,650
+2,392
| +45% | +$330K | 0.47% | 56 |
|
|
2014
Q4 | $722K | Buy |
5,258
+2
| +0% | +$275 | 0.34% | 59 |
|
|
2014
Q3 | $623K | Sell |
5,256
-228
| -4% | -$27K | 0.3% | 60 |
|
|
2014
Q2 | $657K | Buy |
5,484
+102
| +2% | +$12.2K | 0.32% | 58 |
|
|
2014
Q1 | $610K | Sell |
5,382
-36
| -0.7% | -$4.08K | 0.31% | 59 |
|
|
2013
Q4 | $635K | Hold |
5,418
| – | – | 0.35% | 58 |
|
|
2013
Q3 | $541K | Hold |
5,418
| – | – | 0.33% | 58 |
|
|
2013
Q2 | $495K | Buy |
+5,418
| New | +$495K | 0.31% | 56 |
|