Financial & Tax Architects’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-41,943
| Closed | -$3.88M | – | 90 |
|
|
2022
Q3 | $3.88M | Buy |
41,943
+5,686
| +16% | +$525K | 1.45% | 33 |
|
|
2022
Q2 | $3.92M | Buy |
36,257
+5,452
| +18% | +$590K | 1.49% | 28 |
|
|
2022
Q1 | $3.83M | Buy |
30,805
+7,171
| +30% | +$893K | 1.45% | 32 |
|
|
2021
Q4 | $3.51M | Buy |
23,634
+2,473
| +12% | +$367K | 1.43% | 31 |
|
|
2021
Q3 | $3.1M | Buy |
21,161
+1,158
| +6% | +$170K | 1.41% | 32 |
|
|
2021
Q2 | $3.32M | Buy |
20,003
+704
| +4% | +$117K | 1.63% | 20 |
|
|
2021
Q1 | $3.11M | Buy |
+19,299
| New | +$3.11M | 1.74% | 11 |
|