Atlas Private Wealth Management’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,215
| Closed | -$283K | – | 121 |
|
|
2023
Q1 | $283K | Sell |
3,215
-119
| -4% | -$10.5K | 0.17% | 100 |
|
|
2022
Q4 | $334K | Sell |
3,334
-90
| -3% | -$9.03K | 0.15% | 98 |
|
|
2022
Q3 | $316K | Hold |
3,424
| – | – | 0.23% | 94 |
|
|
2022
Q2 | $370K | Hold |
3,424
| – | – | 0.25% | 92 |
|
|
2022
Q1 | $426K | Buy |
3,424
+439
| +15% | +$54.6K | 0.25% | 98 |
|
|
2021
Q4 | $443K | Buy |
+2,985
| New | +$443K | 0.25% | 98 |
|
|
2021
Q2 | – | Sell |
-593
| Closed | -$96K | – | 273 |
|
|
2021
Q1 | $96K | Hold |
593
| – | – | 0.06% | 152 |
|
|
2020
Q4 | $87K | Hold |
593
| – | – | 0.06% | 158 |
|
|
2020
Q3 | $79K | Sell |
593
-207
| -26% | -$27.6K | 0.06% | 157 |
|
|
2020
Q2 | $104K | Sell |
800
-2,140
| -73% | -$278K | 0.08% | 150 |
|
|
2020
Q1 | $336K | Sell |
2,940
-200
| -6% | -$22.9K | 0.31% | 81 |
|
|
2019
Q4 | $463K | Buy |
+3,140
| New | +$463K | 0.36% | 82 |
|