BT Wealth Management’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 |
-1,906
| Closed | -$279K | – | 68 |
|
2020
Q4 | $279K | Sell |
1,906
-61
| -3% | -$8.93K | 0.1% | 50 |
|
2020
Q3 | $264K | Buy |
1,967
+64
| +3% | +$8.59K | 0.11% | 49 |
|
2020
Q2 | $248K | Sell |
1,903
-598
| -24% | -$77.9K | 0.13% | 44 |
|
2020
Q1 | $285K | Buy |
+2,501
| New | +$285K | 0.16% | 42 |
|