Delos Wealth Advisors’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7
| Closed | -$656 | – | 416 |
|
|
2023
Q4 | $656 | Hold |
7
| – | – | ﹤0.01% | 230 |
|
|
2023
Q3 | $641 | Hold |
7
| – | – | ﹤0.01% | 262 |
|
|
2023
Q2 | $601 | Hold |
7
| – | – | ﹤0.01% | 272 |
|
|
2023
Q1 | $631 | Hold |
7
| – | – | ﹤0.01% | 272 |
|
|
2022
Q4 | $720 | Hold |
7
| – | – | ﹤0.01% | 261 |
|
|
2022
Q3 | $1K | Buy |
7
+2
| +40% | +$286 | ﹤0.01% | 252 |
|
|
2022
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 217 |
|
|
2022
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 236 |
|
|
2021
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 420 |
|
|
2021
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 184 |
|
|
2021
Q2 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 169 |
|