BWM
Baystate Wealth Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $35.9K | Buy |
328
+4
| +1% | +$438 | ﹤0.01% | 435 |
|
|
2023
Q3 | $30.4K | Sell |
324
-25
| -7% | -$2.35K | ﹤0.01% | 408 |
|
|
2023
Q2 | $35K | Buy |
349
+3
| +0.9% | +$301 | ﹤0.01% | 380 |
|
|
2023
Q1 | $36.4K | Buy |
346
+184
| +114% | +$19.3K | ﹤0.01% | 379 |
|
|
2022
Q4 | $20K | Sell |
162
-90
| -36% | -$11.1K | ﹤0.01% | 460 |
|
|
2022
Q3 | $28K | Buy |
252
+90
| +56% | +$10K | ﹤0.01% | 386 |
|
|
2022
Q2 | $21K | Hold |
162
| – | – | ﹤0.01% | 444 |
|
|
2022
Q1 | $24K | Sell |
162
-767
| -83% | -$114K | ﹤0.01% | 425 |
|
|
2021
Q4 | $165K | Buy |
929
+2
| +0.2% | +$355 | 0.01% | 194 |
|
|
2021
Q3 | $163K | Sell |
927
-75
| -7% | -$13.2K | 0.02% | 167 |
|
|
2021
Q2 | $199K | Sell |
1,002
-61
| -6% | -$12.1K | 0.02% | 147 |
|
|
2021
Q1 | $205K | Buy |
1,063
+1
| +0.1% | +$193 | 0.02% | 138 |
|
|
2020
Q4 | $186K | Sell |
1,062
-76
| -7% | -$13.3K | 0.02% | 129 |
|
|
2020
Q3 | $182K | Buy |
1,138
+58
| +5% | +$9.28K | 0.02% | 122 |
|
|
2020
Q2 | $169K | Sell |
1,080
-18
| -2% | -$2.82K | 0.02% | 125 |
|
|
2020
Q1 | $150K | Sell |
1,098
-248
| -18% | -$33.9K | 0.02% | 113 |
|
|
2019
Q4 | $238K | Sell |
1,346
-52
| -4% | -$9.2K | 0.03% | 104 |
|
|
2019
Q3 | $230K | Buy |
1,398
+29
| +2% | +$4.77K | 0.03% | 100 |
|
|
2019
Q2 | $238K | Buy |
1,369
+26
| +2% | +$4.52K | 0.03% | 100 |
|
|
2019
Q1 | $294K | Buy |
1,343
+9
| +0.7% | +$1.97K | 0.04% | 91 |
|
|
2018
Q4 | $261K | Buy |
1,334
+8
| +0.6% | +$1.57K | 0.04% | 89 |
|
|
2018
Q3 | $268K | Sell |
1,326
-93
| -7% | -$18.8K | 0.05% | 76 |
|
|
2018
Q2 | $281K | Buy |
1,419
+28
| +2% | +$5.55K | 0.04% | 74 |
|
|
2018
Q1 | $300K | Sell |
1,391
-430
| -24% | -$92.7K | 0.05% | 64 |
|
|
2017
Q4 | $450K | Sell |
1,821
-145
| -7% | -$35.8K | 0.07% | 54 |
|
|
2017
Q3 | $426K | Buy |
1,966
+68
| +4% | +$14.7K | 0.07% | 52 |
|
|
2017
Q2 | $402K | Sell |
1,898
-52
| -3% | -$11K | 0.07% | 49 |
|
|
2017
Q1 | $370K | Buy |
1,950
+11
| +0.6% | +$2.09K | 0.07% | 49 |
|
|
2016
Q4 | $346K | Buy |
+1,939
| New | +$346K | 0.07% | 43 |
|
|
2013
Q3 | – | Sell |
-565
| Closed | -$62K | – | 152 |
|
|
2013
Q2 | $62K | Buy |
+565
| New | +$62K | 0.03% | 87 |
|