AWS
AJ Wealth Strategies’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,181
| Closed | -$210K | – | 329 |
|
|
2021
Q4 | $210K | Hold |
1,181
| – | – | 0.01% | 277 |
|
|
2021
Q3 | $207K | Hold |
1,181
| – | – | 0.01% | 267 |
|
|
2021
Q2 | $235K | Sell |
1,181
-246
| -17% | -$49K | 0.01% | 247 |
|
|
2021
Q1 | $275K | Buy |
1,427
+1
| +0.1% | +$193 | 0.02% | 220 |
|
|
2020
Q4 | $249K | Hold |
1,426
| – | – | 0.02% | 206 |
|
|
2020
Q3 | $228K | Hold |
1,426
| – | – | 0.02% | 193 |
|
|
2020
Q2 | $222K | Sell |
1,426
-1,947
| -58% | -$303K | 0.02% | 182 |
|
|
2020
Q1 | $460K | Buy |
+3,373
| New | +$460K | 0.06% | 98 |
|