FirstPurpose Wealth’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $243K | Sell |
3,132
-4
| -0.1% | -$310 | 0.09% | 182 |
|
|
2023
Q4 | $287K | Buy |
3,136
+7
| +0.2% | +$640 | 0.11% | 159 |
|
|
2023
Q3 | $245K | Buy |
3,129
+633
| +25% | +$49.6K | 0.11% | 166 |
|
|
2023
Q2 | $209K | Buy |
2,496
+33
| +1% | +$2.76K | 0.09% | 186 |
|
|
2023
Q1 | $216K | Buy |
2,463
+97
| +4% | +$8.52K | 0.11% | 173 |
|
|
2022
Q4 | $237K | Buy |
2,366
+19
| +0.8% | +$1.91K | 0.13% | 150 |
|
|
2022
Q3 | $217K | Buy |
2,347
+363
| +18% | +$33.6K | 0.14% | 132 |
|
|
2022
Q2 | $215K | Buy |
1,984
+72
| +4% | +$7.8K | 0.14% | 124 |
|
|
2022
Q1 | $238K | Buy |
+1,912
| New | +$238K | 0.19% | 116 |
|