CWM
C2C Wealth Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-14,800
| Closed | -$1.33M | – | 182 |
|
|
2023
Q3 | $1.33M | Hold |
14,800
| – | – | 0.19% | 58 |
|
|
2023
Q2 | $1.51M | Buy |
14,800
+615
| +4% | +$62.6K | 0.2% | 57 |
|
|
2023
Q1 | $1.48M | Buy |
14,185
+5,161
| +57% | +$538K | 0.24% | 51 |
|
|
2022
Q4 | $1.08M | Sell |
9,024
-1,735
| -16% | -$207K | 0.19% | 56 |
|
|
2022
Q3 | $1.24M | Sell |
10,759
-531
| -5% | -$61.4K | 0.24% | 49 |
|
|
2022
Q2 | $1.49M | Sell |
11,290
-1,122
| -9% | -$148K | 0.27% | 42 |
|
|
2022
Q1 | $1.89M | Buy |
12,412
+165
| +1% | +$25.2K | 0.32% | 37 |
|
|
2021
Q4 | $2.18M | Buy |
+12,247
| New | +$2.18M | 0.31% | 38 |
|