Harvest Group Wealth Management’s 3M MMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-932
| Closed | -$136K | – | 441 |
|
2020
Q4 | $136K | Hold |
932
| – | – | 0.08% | 55 |
|
2020
Q3 | $125K | Hold |
932
| – | – | 0.09% | 53 |
|
2020
Q2 | $121K | Sell |
932
-1
| -0.1% | -$130 | 0.1% | 47 |
|
2020
Q1 | $106K | Buy |
933
+1
| +0.1% | +$114 | 0.11% | 49 |
|
2019
Q4 | $137K | Sell |
932
-26
| -3% | -$3.82K | 0.12% | 46 |
|
2019
Q3 | $132K | Sell |
958
-65
| -6% | -$8.96K | 0.16% | 41 |
|
2019
Q2 | $148K | Buy |
1,023
+5
| +0.5% | +$723 | 0.19% | 32 |
|
2019
Q1 | $177K | Buy |
+1,018
| New | +$177K | 0.16% | 40 |
|