Curi Wealth Management’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-54
| Closed | -$6K | – | 500 |
|
|
2022
Q2 | $6K | Buy |
54
+32
| +145% | +$3.56K | ﹤0.01% | 434 |
|
|
2022
Q1 | $2K | Hold |
22
| – | – | ﹤0.01% | 456 |
|
|
2021
Q4 | $3K | Buy |
+22
| New | +$3K | ﹤0.01% | 399 |
|
|
2021
Q3 | – | Sell |
-1,457
| Closed | -$242K | – | 91 |
|
|
2021
Q2 | $242K | Buy |
1,457
+10
| +0.7% | +$1.66K | 0.12% | 81 |
|
|
2021
Q1 | $233K | Buy |
1,447
+11
| +0.8% | +$1.77K | 0.15% | 80 |
|
|
2020
Q4 | $209K | Buy |
+1,436
| New | +$209K | 0.15% | 82 |
|