EWM

Edge Wealth Management’s 3M MMM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-240	Closed	-$43K	–	306
2021 Q4	$43K	Hold	240	–	–	0.01%	187
2021 Q3	$42K	Sell	240 -50	-17%	-$8.75K	0.01%	196
2021 Q2	$57K	Hold	290	–	–	0.01%	184
2021 Q1	$56K	Hold	290	–	–	0.01%	184
2020 Q4	$51K	Hold	290	–	–	0.01%	178
2020 Q3	$46K	Sell	290 -35	-11%	-$5.55K	0.01%	207
2020 Q2	$51K	Hold	325	–	–	0.01%	268
2020 Q1	$45K	Buy	325 +38	+13%	+$5.26K	0.01%	250
2019 Q4	$50K	Buy	287 +37	+15%	+$6.45K	0.01%	254
2019 Q3	$41K	Hold	250	–	–	0.01%	265
2019 Q2	$43K	Hold	250	–	–	0.01%	268
2019 Q1	$52K	Hold	250	–	–	0.01%	237
2018 Q4	$48K	Hold	250	–	–	0.01%	250
2018 Q3	$53K	Hold	250	–	–	0.01%	248
2018 Q2	$49K	Hold	250	–	–	0.01%	242
2018 Q1	$55K	Hold	250	–	–	0.01%	215
2017 Q4	$58K	Hold	250	–	–	0.02%	212
2017 Q3	$52K	Hold	250	–	–	0.02%	217
2017 Q2	$52K	Hold	250	–	–	0.02%	221
2017 Q1	$48K	Hold	250	–	–	0.02%	210
2016 Q4	$45K	Hold	250	–	–	0.02%	200
2016 Q3	$44K	Hold	250	–	–	0.02%	195
2016 Q2	$44K	Buy	250 +240	+2,400%	+$42.2K	0.02%	184
2016 Q1	$2K	Hold	10	–	–	﹤0.01%	382
2015 Q4	$2K	Hold	10	–	–	﹤0.01%	394
2015 Q3	$1K	Hold	10	–	–	﹤0.01%	429
2015 Q2	$2K	Hold	10	–	–	﹤0.01%	390
2015 Q1	$2K	Hold	10	–	–	﹤0.01%	384
2014 Q4	$2K	Hold	10	–	–	﹤0.01%	386
2014 Q3	$1K	Hold	10	–	–	﹤0.01%	391
2014 Q2	$1K	Hold	10	–	–	﹤0.01%	367
2014 Q1	$1K	Sell	10 -1	-9%	-$100	﹤0.01%	382
2013 Q4	$1K	Hold	11	–	–	﹤0.01%	340
2013 Q3	$1K	Hold	11	–	–	﹤0.01%	320
2013 Q2	$1K	Buy	+11	New	+$1K	﹤0.01%	308