EWA
Encompass Wealth Advisors’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,518
| Closed | -$370K | – | 294 |
|
|
2023
Q1 | $370K | Buy |
3,518
+1
| +0% | +$105 | 0.13% | 140 |
|
|
2022
Q4 | $422K | Buy |
3,517
+101
| +3% | +$12.1K | 0.15% | 119 |
|
|
2022
Q3 | $377K | Buy |
3,416
+1,429
| +72% | +$158K | 0.14% | 127 |
|
|
2022
Q2 | $257K | Buy |
1,987
+1
| +0.1% | +$129 | 0.09% | 164 |
|
|
2022
Q1 | $296K | Sell |
1,986
-10
| -0.5% | -$1.49K | 0.07% | 176 |
|
|
2021
Q4 | $355K | Hold |
1,996
| – | – | 0.09% | 166 |
|
|
2021
Q3 | $350K | Sell |
1,996
-1,915
| -49% | -$336K | 0.09% | 158 |
|
|
2021
Q2 | $776K | Hold |
3,911
| – | – | 0.19% | 94 |
|
|
2021
Q1 | $779K | Sell |
3,911
-1,424
| -27% | -$284K | 0.2% | 94 |
|
|
2020
Q4 | $933K | Buy |
+5,335
| New | +$933K | 0.54% | 44 |
|