Elmwood 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
Q1 | – | Sell |
-1,002
| Closed | -$149K | – | 236 |
|
|
2021
Q4 | $149K | Buy |
+1,002
| New | +$149K | 0.07% | 129 |
|
|
2021
Q2 | $166K | Buy |
1,002
+28
| +3% | +$4.64K | 0.09% | 116 |
|
|
2021
Q1 | $157K | Buy |
+974
| New | +$157K | 0.1% | 115 |
|
|
2020
Q3 | $127K | Hold |
974
| – | – | 0.1% | 99 |
|
|
2020
Q2 | $127K | Hold |
974
| – | – | 0.1% | 99 |
|
|
2020
Q1 | $179K | Buy |
+974
| New | +$179K | 0.17% | 90 |
|
|
2019
Q4 | – | Sell |
-974
| Closed | -$134K | – | 185 |
|
|
2019
Q3 | $134K | Hold |
974
| – | – | 0.14% | 88 |
|
|
2019
Q2 | $141K | Hold |
974
| – | – | 0.12% | 93 |
|
|
2019
Q1 | $169K | Hold |
974
| – | – | 0.16% | 89 |
|
|
2018
Q4 | $155K | Hold |
974
| – | – | 0.15% | 95 |
|
|
2018
Q3 | $172K | Hold |
974
| – | – | 0.14% | 95 |
|
|
2018
Q2 | $160K | Hold |
974
| – | – | 0.15% | 96 |
|
|
2018
Q1 | $179K | Buy |
+974
| New | +$179K | 0.17% | 90 |
|