Beacon Harbor Wealth Advisors’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $4.42M | Sell |
40,819
-988
| -2% | -$107K | 1.56% | 30 |
|
|
2022
Q1 | $5.2M | Buy |
41,807
+14,602
| +54% | +$1.82M | 1.7% | 25 |
|
|
2021
Q4 | $4.04M | Sell |
27,205
-1,586
| -6% | -$236K | 1.34% | 36 |
|
|
2021
Q3 | $4.22M | Buy |
28,791
+1,043
| +4% | +$153K | 1.5% | 35 |
|
|
2021
Q2 | $4.61M | Buy |
27,748
+1,192
| +4% | +$198K | 1.65% | 18 |
|
|
2021
Q1 | $4.28M | Buy |
26,556
+6,250
| +31% | +$1.01M | 1.71% | 17 |
|
|
2020
Q4 | $2.97M | Sell |
20,306
-3,805
| -16% | -$556K | 1.21% | 41 |
|
|
2020
Q3 | $3.23M | Buy |
24,111
+284
| +1% | +$38K | 1.58% | 23 |
|
|
2020
Q2 | $3.11M | Buy |
23,827
+791
| +3% | +$103K | 1.79% | 21 |
|
|
2020
Q1 | $2.63M | Buy |
23,036
+16,862
| +273% | +$1.92M | 1.99% | 28 |
|
|
2019
Q4 | $911K | Buy |
+6,174
| New | +$911K | 0.54% | 48 |
|