CWP
Corepath Wealth Partners’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,340
| Closed | -$254K | – | 36 |
|
|
2023
Q4 | $254K | Hold |
2,340
| – | – | 0.14% | 37 |
|
|
2023
Q3 | $208K | Hold |
2,340
| – | – | 0.13% | 38 |
|
|
2023
Q2 | $238K | Hold |
2,340
| – | – | 0.14% | 39 |
|
|
2023
Q1 | $246K | Buy |
2,340
+4
| +0.2% | +$420 | 0.15% | 35 |
|
|
2022
Q4 | $296K | Hold |
2,336
| – | – | 0.2% | 30 |
|
|
2022
Q3 | $266K | Sell |
2,336
-200
| -8% | -$22.8K | 0.2% | 31 |
|
|
2022
Q2 | $325K | Buy |
2,536
+200
| +9% | +$25.6K | 0.24% | 29 |
|
|
2022
Q1 | $347K | Sell |
2,336
-68
| -3% | -$10.1K | 0.24% | 26 |
|
|
2021
Q4 | $426K | Buy |
2,404
+68
| +3% | +$12.1K | 0.3% | 28 |
|
|
2021
Q3 | $416K | Hold |
2,336
| – | – | 0.32% | 26 |
|
|
2021
Q2 | $463K | Hold |
2,336
| – | – | 0.36% | 26 |
|
|
2021
Q1 | $463K | Sell |
2,336
-10
| -0.4% | -$1.98K | 0.41% | 24 |
|
|
2020
Q4 | $410K | Buy |
+2,346
| New | +$410K | 0.43% | 25 |
|