Bordeaux 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
Q1 | – | Sell |
-2,177
| Closed | -$323K | – | 96 |
|
|
2021
Q4 | $323K | Buy |
2,177
+239
| +12% | +$35.5K | 0.15% | 75 |
|
|
2021
Q3 | $284K | Sell |
1,938
-1,076
| -36% | -$158K | 0.16% | 65 |
|
|
2021
Q2 | $501K | Buy |
3,014
+239
| +9% | +$39.7K | 0.29% | 52 |
|
|
2021
Q1 | $447K | Sell |
2,775
-150
| -5% | -$24.2K | 0.31% | 48 |
|
|
2020
Q4 | $428K | Buy |
+2,925
| New | +$428K | 0.32% | 50 |
|