GA
GoalVest Advisory’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-415
| Closed | -$54K | – | 293 |
|
|
2022
Q2 | $54K | Sell |
415
-1,353
| -77% | -$176K | 0.03% | 159 |
|
|
2022
Q1 | $263K | Buy |
+1,768
| New | +$263K | 0.15% | 103 |
|
|
2021
Q2 | $296K | Buy |
1,488
+139
| +10% | +$27.7K | 0.18% | 108 |
|
|
2021
Q1 | $260K | Buy |
1,349
+140
| +12% | +$27K | 0.19% | 99 |
|
|
2020
Q4 | $211K | Buy |
+1,209
| New | +$211K | 0.18% | 89 |
|