Bernardo Wealth Planning’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,916
| Closed | -$280K | – | 118 |
|
|
2020
Q4 | $280K | Buy |
1,916
+343
| +22% | +$50.1K | 0.11% | 139 |
|
|
2020
Q3 | $210K | Sell |
1,573
-2
| -0.1% | -$267 | 0.09% | 148 |
|
|
2020
Q2 | $205K | Buy |
+1,575
| New | +$205K | 0.11% | 134 |
|
|
2020
Q1 | – | Sell |
-2,896
| Closed | -$427K | – | 145 |
|
|
2019
Q4 | $427K | Sell |
2,896
-25
| -0.9% | -$3.69K | 0.26% | 94 |
|
|
2019
Q3 | $401K | Buy |
2,921
+119
| +4% | +$16.3K | 0.29% | 92 |
|
|
2019
Q2 | $406K | Sell |
2,802
-15
| -0.5% | -$2.17K | 0.32% | 85 |
|
|
2019
Q1 | $489K | Buy |
2,817
+240
| +9% | +$41.7K | 0.39% | 64 |
|
|
2018
Q4 | $411K | Buy |
+2,577
| New | +$411K | 0.36% | 68 |
|