Accel Wealth Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-807
| Closed | -$70.9K | – | 590 |
|
|
2023
Q1 | $70.9K | Sell |
807
-523
| -39% | -$46K | 0.03% | 399 |
|
|
2022
Q4 | $133K | Buy |
1,330
+203
| +18% | +$20.4K | 0.06% | 205 |
|
|
2022
Q3 | $109K | Sell |
1,127
-98
| -8% | -$9.48K | 0.06% | 232 |
|
|
2022
Q2 | $133K | Buy |
1,225
+100
| +9% | +$10.9K | 0.08% | 195 |
|
|
2022
Q1 | $141K | Sell |
1,125
-851
| -43% | -$107K | 0.07% | 203 |
|
|
2021
Q4 | $293K | Buy |
1,976
+1,061
| +116% | +$157K | 0.14% | 120 |
|
|
2021
Q3 | $134K | Sell |
915
-403
| -31% | -$59K | 0.09% | 184 |
|
|
2021
Q2 | $219K | Buy |
1,318
+4
| +0.3% | +$665 | 0.15% | 133 |
|
|
2021
Q1 | $212K | Buy |
1,314
+2
| +0.2% | +$323 | 0.17% | 127 |
|
|
2020
Q4 | $192K | Buy |
+1,312
| New | +$192K | 0.18% | 125 |
|