WCWM
Wooster Corthell Wealth Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-1,348
| Closed | -$296K | – | 35 |
|
|
2018
Q1 | $296K | Buy |
1,348
+44
| +3% | +$9.66K | 0.16% | 30 |
|
|
2017
Q4 | $307K | Hold |
1,304
| – | – | 0.16% | 30 |
|
|
2017
Q3 | $274K | Buy |
1,304
+43
| +3% | +$9.04K | 0.15% | 30 |
|
|
2017
Q2 | $263K | Buy |
+1,261
| New | +$263K | 0.15% | 29 |
|