Windsor Wealth Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,911
| Closed | -$249K | – | 195 |
|
|
2020
Q2 | $249K | Sell |
1,911
-1,397
| -42% | -$182K | 0.08% | 168 |
|
|
2020
Q1 | $378K | Sell |
3,308
-1,321
| -29% | -$151K | 0.15% | 128 |
|
|
2019
Q4 | $683K | Buy |
4,629
+16
| +0.3% | +$2.36K | 0.25% | 95 |
|
|
2019
Q3 | $600K | Buy |
4,613
+169
| +4% | +$22K | 0.26% | 98 |
|
|
2019
Q2 | $649K | Buy |
4,444
+2,038
| +85% | +$298K | 0.28% | 95 |
|
|
2019
Q1 | $418K | Buy |
+2,406
| New | +$418K | 0.23% | 104 |
|