1776 Wealth’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,631
| Closed | -$203K | – | 130 |
|
|
2022
Q1 | $203K | Sell |
1,631
-598
| -27% | -$74.4K | 0.12% | 125 |
|
|
2021
Q4 | $331K | Buy |
2,229
+716
| +47% | +$106K | 0.18% | 96 |
|
|
2021
Q3 | $222K | Hold |
1,513
| – | – | 0.13% | 111 |
|
|
2021
Q2 | $251K | Hold |
1,513
| – | – | 0.14% | 104 |
|
|
2021
Q1 | $244K | Hold |
1,513
| – | – | 0.15% | 98 |
|
|
2020
Q4 | $221K | Hold |
1,513
| – | – | 0.14% | 102 |
|
|
2020
Q3 | $203K | Sell |
1,513
-179
| -11% | -$24K | 0.15% | 99 |
|
|
2020
Q2 | $220K | Sell |
1,692
-2,081
| -55% | -$271K | 0.15% | 92 |
|
|
2020
Q1 | $499K | Buy |
3,773
+1,692
| +81% | +$224K | 0.21% | 80 |
|
|
2019
Q4 | $306K | Buy |
+2,081
| New | +$306K | 0.26% | 66 |
|