WEC
Winslow Evans & Crocker’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.15M | Buy |
8,601
+5,060
| +143% | +$679K | 0.22% | 107 |
|
|
2020
Q3 | $567K | Sell |
3,541
-14
| -0.4% | -$2.24K | 0.14% | 151 |
|
|
2020
Q2 | $555K | Buy |
3,555
+11
| +0.3% | +$1.72K | 0.15% | 143 |
|
|
2020
Q1 | $484K | Hold |
3,544
| – | – | 0.16% | 133 |
|
|
2019
Q4 | $628K | Hold |
3,544
| – | – | 0.16% | 132 |
|
|
2019
Q3 | $584K | Hold |
3,544
| – | – | 0.16% | 134 |
|
|
2019
Q2 | $616K | Sell |
3,544
-154
| -4% | -$26.8K | 0.17% | 137 |
|
|
2019
Q1 | $770K | Sell |
3,698
-146
| -4% | -$30.4K | 0.22% | 104 |
|
|
2018
Q4 | $734K | Sell |
3,844
-14
| -0.4% | -$2.67K | 0.25% | 89 |
|
|
2018
Q3 | $814K | Sell |
3,858
-52
| -1% | -$11K | 0.25% | 95 |
|
|
2018
Q2 | $770K | Buy |
3,910
+40
| +1% | +$7.88K | 0.24% | 104 |
|
|
2018
Q1 | $849K | Sell |
3,870
-60
| -2% | -$13.2K | 0.28% | 84 |
|
|
2017
Q4 | $925K | Hold |
3,930
| – | – | 0.3% | 78 |
|
|
2017
Q3 | $825K | Sell |
3,930
-20
| -0.5% | -$4.2K | 0.27% | 81 |
|
|
2017
Q2 | $822K | Hold |
3,950
| – | – | 0.23% | 100 |
|
|
2017
Q1 | $756K | Buy |
3,950
+60
| +2% | +$11.5K | 0.24% | 90 |
|
|
2016
Q4 | $695K | Sell |
3,890
-2,726
| -41% | -$487K | 0.21% | 103 |
|
|
2016
Q3 | $1.17M | Buy |
6,616
+100
| +2% | +$17.6K | 0.33% | 68 |
|
|
2016
Q2 | $1.14M | Buy |
6,516
+2,826
| +77% | +$495K | 0.34% | 70 |
|
|
2016
Q1 | $615K | Hold |
3,690
| – | – | 0.19% | 114 |
|
|
2015
Q4 | $556K | Hold |
3,690
| – | – | 0.16% | 134 |
|
|
2015
Q3 | $523K | Sell |
3,690
-80
| -2% | -$11.3K | 0.16% | 136 |
|
|
2015
Q2 | $582K | Sell |
3,770
-3,228
| -46% | -$498K | 0.16% | 145 |
|
|
2015
Q1 | $1.15M | Buy |
6,998
+3,128
| +81% | +$516K | 0.33% | 67 |
|
|
2014
Q4 | $636K | Sell |
3,870
-164
| -4% | -$26.9K | 0.18% | 126 |
|
|
2014
Q3 | $572K | Sell |
4,034
-85
| -2% | -$12K | 0.16% | 144 |
|
|
2014
Q2 | $590K | Hold |
4,119
| – | – | 0.2% | 130 |
|
|
2014
Q1 | $559K | Sell |
4,119
-400
| -9% | -$54.3K | 0.19% | 128 |
|
|
2013
Q4 | $634K | Buy |
+4,519
| New | +$634K | 0.22% | 114 |
|