FWM
Filbrandt Wealth Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $564K | Hold |
3,214
| – | – | 0.32% | 17 |
|
|
2021
Q2 | $638K | Hold |
3,214
| – | – | 0.36% | 16 |
|
|
2021
Q1 | $619K | Sell |
3,214
-250
| -7% | -$48.1K | 0.37% | 16 |
|
|
2020
Q4 | $605K | Sell |
3,464
-982
| -22% | -$172K | 0.39% | 16 |
|
|
2020
Q3 | $712K | Sell |
4,446
-1,396
| -24% | -$224K | 0.56% | 14 |
|
|
2020
Q2 | $911K | Sell |
5,842
-114
| -2% | -$17.8K | 0.73% | 15 |
|
|
2020
Q1 | $813K | Sell |
5,956
-690
| -10% | -$94.2K | 0.9% | 12 |
|
|
2019
Q4 | $1.17M | Buy |
+6,646
| New | +$1.17M | 1.04% | 12 |
|