1900 Wealth Management’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,264
| Closed | -$273K | – | 300 |
|
|
2023
Q2 | $273K | Sell |
3,264
-108
| -3% | -$9.04K | 0.03% | 207 |
|
|
2023
Q1 | $335K | Hold |
3,372
| – | – | 0.04% | 190 |
|
|
2022
Q4 | $338K | Sell |
3,372
-17
| -0.5% | -$1.7K | 0.04% | 185 |
|
|
2022
Q3 | $313K | Buy |
3,389
+45
| +1% | +$4.16K | 0.04% | 183 |
|
|
2022
Q2 | $362K | Hold |
3,344
| – | – | 0.04% | 175 |
|
|
2022
Q1 | $416K | Sell |
3,344
-220
| -6% | -$27.4K | 0.04% | 179 |
|
|
2021
Q4 | $529K | Buy |
3,564
+30
| +0.8% | +$4.45K | 0.05% | 166 |
|
|
2021
Q3 | $518K | Buy |
3,534
+1,435
| +68% | +$210K | 0.05% | 162 |
|
|
2021
Q2 | $349K | Buy |
2,099
+37
| +2% | +$6.15K | 0.03% | 174 |
|
|
2021
Q1 | $332 | Buy |
2,062
+611
| +42% | +$98 | 0.03% | 142 |
|
|
2020
Q4 | $212K | Buy |
+1,451
| New | +$212K | 0.02% | 135 |
|