Evolution Wealth Advisors’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-597
| Closed | -$88K | – | 448 |
|
|
2021
Q3 | $88K | Buy |
597
+120
| +25% | +$17.7K | 0.02% | 159 |
|
|
2021
Q2 | $79K | Hold |
477
| – | – | 0.02% | 178 |
|
|
2021
Q1 | $77K | Hold |
477
| – | – | 0.02% | 169 |
|
|
2020
Q4 | $70K | Buy |
477
+42
| +10% | +$6.16K | 0.02% | 160 |
|
|
2020
Q3 | $58K | Buy |
435
+140
| +47% | +$18.7K | 0.02% | 171 |
|
|
2020
Q2 | $39K | Buy |
295
+86
| +41% | +$11.4K | 0.01% | 156 |
|
|
2020
Q1 | $24K | Buy |
209
+166
| +386% | +$19.1K | 0.01% | 142 |
|
|
2019
Q4 | $6K | Buy |
43
+15
| +54% | +$2.09K | ﹤0.01% | 375 |
|
|
2019
Q3 | $4K | Buy |
+28
| New | +$4K | ﹤0.01% | 318 |
|