CWA
Cornerstone Wealth Advisors’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,027
| Closed | -$203K | – | 46 |
|
|
2023
Q2 | $203K | Hold |
2,027
| – | – | 0.07% | 44 |
|
|
2023
Q1 | $213K | Hold |
2,027
| – | – | 0.08% | 41 |
|
|
2022
Q4 | $243K | Hold |
2,027
| – | – | 0.09% | 39 |
|
|
2022
Q3 | $224K | Hold |
2,027
| – | – | 0.09% | 38 |
|
|
2022
Q2 | $262K | Hold |
2,027
| – | – | 0.1% | 37 |
|
|
2022
Q1 | $302K | Sell |
2,027
-13
| -0.6% | -$1.94K | 0.1% | 36 |
|
|
2021
Q4 | $362K | Hold |
2,040
| – | – | 0.12% | 33 |
|
|
2021
Q3 | $358K | Hold |
2,040
| – | – | 0.13% | 33 |
|
|
2021
Q2 | $406K | Buy |
2,040
+315
| +18% | +$62.7K | 0.14% | 30 |
|
|
2021
Q1 | $332K | Buy |
+1,725
| New | +$332K | 0.13% | 32 |
|