Foresight Wealth Management’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 |
-8,898
| Closed | -$822K | – | 67 |
|
|
2022
Q3 | $822K | Buy |
8,898
+1,242
| +16% | +$115K | 0.19% | 47 |
|
|
2022
Q2 | $828K | Buy |
7,656
+732
| +11% | +$79.2K | 0.17% | 50 |
|
|
2022
Q1 | $862K | Buy |
6,924
+1,682
| +32% | +$209K | 0.16% | 51 |
|
|
2021
Q4 | $778K | Buy |
5,242
+269
| +5% | +$39.9K | 0.01% | 52 |
|
|
2021
Q3 | $729K | Sell |
4,973
-142
| -3% | -$20.8K | 0.15% | 51 |
|
|
2021
Q2 | $849K | Buy |
5,115
+642
| +14% | +$107K | 0.19% | 47 |
|
|
2021
Q1 | $721K | Buy |
4,473
+1,359
| +44% | +$219K | 0.18% | 52 |
|
|
2020
Q4 | $455K | Buy |
3,114
+1,181
| +61% | +$173K | 0.12% | 67 |
|
|
2020
Q3 | $259K | Buy |
+1,933
| New | +$259K | 0.09% | 72 |
|