AWAG
ARS Wealth Advisors Group’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,499
| Closed | -$751K | – | 151 |
|
|
2023
Q2 | $751K | Sell |
7,499
-25,124
| -77% | -$2.51M | 0.12% | 76 |
|
|
2023
Q1 | $3.43M | Buy |
32,623
+3,215
| +11% | +$338K | 0.63% | 44 |
|
|
2022
Q4 | $3.53M | Sell |
29,408
-2,145
| -7% | -$257K | 0.58% | 49 |
|
|
2022
Q3 | $3.49M | Buy |
31,553
+3,502
| +12% | +$387K | 0.53% | 51 |
|
|
2022
Q2 | $3.63M | Sell |
28,051
-379
| -1% | -$49K | 0.5% | 61 |
|
|
2022
Q1 | $4.23M | Buy |
28,430
+573
| +2% | +$85.3K | 0.74% | 31 |
|
|
2021
Q4 | $4.95M | Buy |
27,857
+1,017
| +4% | +$181K | 0.83% | 31 |
|
|
2021
Q3 | $4.71M | Buy |
+26,840
| New | +$4.71M | 0.85% | 31 |
|