AWAU
Alliance Wealth Advisors (Utah)’s 3M MMM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-4,441
| Closed | -$454K | – | 242 |
|
2024
Q2 | $454K | Buy |
4,441
+132
| +3% | +$13.5K | 0.13% | 146 |
|
2024
Q1 | $457K | Buy |
4,309
+238
| +6% | +$25.2K | 0.14% | 149 |
|
2023
Q4 | $445K | Buy |
4,071
+140
| +4% | +$15.3K | 0.15% | 145 |
|
2023
Q3 | $368K | Buy |
3,931
+1,683
| +75% | +$158K | 0.14% | 157 |
|
2023
Q2 | $225K | Buy |
2,248
+165
| +8% | +$16.5K | 0.08% | 209 |
|
2023
Q1 | $219K | Buy |
2,083
+130
| +7% | +$13.7K | 0.09% | 214 |
|
2022
Q4 | $234K | Buy |
+1,953
| New | +$234K | 0.11% | 196 |
|