CWM
Centric Wealth Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,513
| Closed | -$291K | – | 177 |
|
|
2021
Q1 | $291K | Sell |
1,513
-93
| -6% | -$17.8K | 0.08% | 172 |
|
|
2020
Q4 | $281K | Sell |
1,606
-2,721
| -63% | -$476K | 0.09% | 162 |
|
|
2020
Q3 | $674K | Buy |
4,327
+2,988
| +223% | +$465K | 0.51% | 51 |
|
|
2020
Q2 | $209K | Sell |
1,339
-2,988
| -69% | -$467K | 0.11% | 128 |
|
|
2020
Q1 | $674K | Buy |
+4,327
| New | +$674K | 0.51% | 51 |
|
|
2019
Q4 | – | Sell |
-4,327
| Closed | -$674K | – | 119 |
|
|
2019
Q3 | $674K | Buy |
4,327
+1,411
| +48% | +$220K | 0.51% | 51 |
|
|
2019
Q2 | $505K | Buy |
2,916
+90
| +3% | +$15.6K | 0.44% | 60 |
|
|
2019
Q1 | $587K | Buy |
2,826
+61
| +2% | +$12.7K | 0.54% | 49 |
|
|
2018
Q4 | $527K | Buy |
+2,765
| New | +$527K | 0.46% | 57 |
|