GWMIA
Global Wealth Management Investment Advisory’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-60
| Closed | -$6.56K | – | 323 |
|
|
2023
Q4 | $6.56K | Buy |
+60
| New | +$6.56K | ﹤0.01% | 316 |
|
|
2022
Q3 | – | Sell |
-330
| Closed | -$43K | – | 341 |
|
|
2022
Q2 | $43K | Buy |
330
+200
| +154% | +$26.1K | 0.01% | 188 |
|
|
2022
Q1 | $19K | Hold |
130
| – | – | 0.01% | 261 |
|
|
2021
Q4 | $23K | Hold |
130
| – | – | 0.01% | 245 |
|
|
2021
Q3 | $23K | Hold |
130
| – | – | 0.01% | 252 |
|
|
2021
Q2 | $26K | Sell |
130
-25
| -16% | -$5K | 0.01% | 230 |
|
|
2021
Q1 | $30K | Sell |
155
-15
| -9% | -$2.9K | 0.01% | 220 |
|
|
2020
Q4 | $30K | Sell |
170
-60
| -26% | -$10.6K | 0.01% | 213 |
|
|
2020
Q3 | $37K | Sell |
230
-184
| -44% | -$29.6K | 0.02% | 192 |
|
|
2020
Q2 | $65K | Sell |
414
-115
| -22% | -$18.1K | 0.03% | 172 |
|
|
2020
Q1 | $72K | Buy |
529
+505
| +2,104% | +$68.7K | 0.04% | 151 |
|
|
2019
Q4 | $4K | Buy |
24
+2
| +9% | +$333 | ﹤0.01% | 460 |
|
|
2019
Q3 | $4K | Hold |
22
| – | – | ﹤0.01% | 427 |
|
|
2019
Q2 | $4K | Hold |
22
| – | – | ﹤0.01% | 469 |
|
|
2019
Q1 | $5K | Hold |
22
| – | – | ﹤0.01% | 453 |
|
|
2018
Q4 | $4K | Buy |
+22
| New | +$4K | ﹤0.01% | 513 |
|