Abundance Wealth Counselors’s 3M MMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-8,739
| Closed | -$775K | – | 116 |
|
2024
Q1 | $775K | Buy |
8,739
+942
| +12% | +$83.5K | 0.18% | 89 |
|
2023
Q4 | $713K | Buy |
7,797
+1,093
| +16% | +$100K | 0.19% | 87 |
|
2023
Q3 | $525K | Buy |
6,704
+579
| +9% | +$45.3K | 0.15% | 93 |
|
2023
Q2 | $513K | Sell |
6,125
-32
| -0.5% | -$2.68K | 0.27% | 44 |
|
2023
Q1 | $541K | Buy |
+6,157
| New | +$541K | 0.14% | 100 |
|