Winthrop Partners - WNY’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $680K | Sell |
4,947
-891
| -15% | -$122K | 0.46% | 60 |
|
|
2019
Q2 | $846K | Sell |
5,838
-271
| -4% | -$39.3K | 0.63% | 55 |
|
|
2019
Q1 | $1.08M | Sell |
6,109
-3,516
| -37% | -$623K | 0.84% | 46 |
|
|
2018
Q4 | $1.53M | Sell |
9,625
-180
| -2% | -$28.7K | 1.43% | 22 |
|
|
2018
Q3 | $1.73M | Sell |
9,805
-1,178
| -11% | -$208K | 1.4% | 22 |
|
|
2018
Q2 | $1.81M | Sell |
10,983
-141
| -1% | -$23.2K | 1.5% | 20 |
|
|
2018
Q1 | $1.98M | Buy |
11,124
+78
| +0.7% | +$13.9K | 1.52% | 20 |
|
|
2017
Q4 | $2.23M | Buy |
+11,046
| New | +$2.23M | 1.82% | 17 |
|