CFM Wealth Partners’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,470
| Closed | -$207K | – | 151 |
|
|
2023
Q2 | $207K | Buy |
2,470
+22
| +0.9% | +$1.84K | 0.05% | 160 |
|
|
2023
Q1 | $215K | Sell |
2,448
-184
| -7% | -$16.2K | 0.06% | 146 |
|
|
2022
Q4 | $264K | Sell |
2,632
-132
| -5% | -$13.2K | 0.08% | 141 |
|
|
2022
Q3 | $255K | Hold |
2,764
| – | – | 0.08% | 133 |
|
|
2022
Q2 | $299K | Sell |
2,764
-79
| -3% | -$8.55K | 0.09% | 133 |
|
|
2022
Q1 | $355K | Hold |
2,843
| – | – | 0.09% | 135 |
|
|
2021
Q4 | $422K | Sell |
2,843
-43
| -1% | -$6.38K | 0.09% | 124 |
|
|
2021
Q3 | $423K | Sell |
2,886
-415
| -13% | -$60.8K | 0.11% | 119 |
|
|
2021
Q2 | $548K | Sell |
3,301
-13
| -0.4% | -$2.16K | 0.15% | 97 |
|
|
2021
Q1 | $534K | Buy |
3,314
+12
| +0.4% | +$1.93K | 0.16% | 94 |
|
|
2020
Q4 | $483K | Hold |
3,302
| – | – | 0.15% | 89 |
|
|
2020
Q3 | $442K | Hold |
3,302
| – | – | 0.16% | 90 |
|
|
2020
Q2 | $430K | Sell |
3,302
-26
| -0.8% | -$3.39K | 0.16% | 88 |
|
|
2020
Q1 | $380K | Sell |
3,328
-42
| -1% | -$4.8K | 0.18% | 87 |
|
|
2019
Q4 | $510K | Buy |
+3,370
| New | +$510K | 0.19% | 85 |
|