Heritage Wealth Management (Arizona)’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $22.5K | Sell |
225
-281
| -56% | -$28.2K | ﹤0.01% | 644 |
|
|
2022
Q3 | $47K | Buy |
506
+126
| +33% | +$11.7K | 0.02% | 411 |
|
|
2022
Q2 | $41.2K | Hold |
380
| – | – | 0.01% | 451 |
|
|
2022
Q1 | $47K | Buy |
+380
| New | +$47K | 0.01% | 482 |
|
|
2021
Q3 | $56K | Hold |
380
| – | – | 0.02% | 432 |
|
|
2021
Q2 | $63K | Buy |
380
+299
| +369% | +$49.6K | 0.02% | 422 |
|
|
2021
Q1 | $130K | Buy |
+81
| New | +$130K | 0.07% | 214 |
|