Goodwin Investment Advisory’s 3M MMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-203
| Closed | -$20.4K | – | 165 |
|
2022
Q4 | $20.4K | Hold |
203
| – | – | 0.01% | 121 |
|
2022
Q3 | $19K | Hold |
203
| – | – | 0.01% | 128 |
|
2022
Q2 | $22K | Hold |
203
| – | – | 0.02% | 97 |
|
2022
Q1 | $25K | Hold |
203
| – | – | 0.02% | 113 |
|
2021
Q4 | $30K | Hold |
203
| – | – | 0.02% | 100 |
|
2021
Q3 | $30K | Buy |
+203
| New | +$30K | 0.03% | 92 |
|
2021
Q2 | – | Sell |
-203
| Closed | -$33K | – | 139 |
|
2021
Q1 | $33K | Buy |
+203
| New | +$33K | 0.04% | 97 |
|