Cardinal Strategic Wealth Guidance’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,546
| Closed | -$256K | – | 91 |
|
|
2022
Q4 | $256K | Sell |
2,546
-39
| -2% | -$3.92K | 0.12% | 60 |
|
|
2022
Q3 | $240K | Hold |
2,585
| – | – | 0.13% | 55 |
|
|
2022
Q2 | $280K | Sell |
2,585
-61
| -2% | -$6.61K | 0.14% | 54 |
|
|
2022
Q1 | $330K | Sell |
2,646
-35
| -1% | -$4.37K | 0.15% | 56 |
|
|
2021
Q4 | $398K | Hold |
2,681
| – | – | 0.19% | 54 |
|
|
2021
Q3 | $393K | Hold |
2,681
| – | – | 0.21% | 51 |
|
|
2021
Q2 | $444K | Sell |
2,681
-60
| -2% | -$9.94K | 0.23% | 49 |
|
|
2021
Q1 | $442K | Sell |
2,741
-23
| -0.8% | -$3.71K | 0.26% | 47 |
|
|
2020
Q4 | $404K | Sell |
2,764
-97
| -3% | -$14.2K | 0.24% | 40 |
|
|
2020
Q3 | $383K | Sell |
2,861
-96
| -3% | -$12.9K | 0.27% | 38 |
|
|
2020
Q2 | $385K | Sell |
2,957
-370
| -11% | -$48.2K | 0.29% | 39 |
|
|
2020
Q1 | $380K | Sell |
3,327
-1,396
| -30% | -$159K | 0.35% | 35 |
|
|
2019
Q4 | $696K | Buy |
+4,723
| New | +$696K | 0.6% | 30 |
|