HWM
Hohimer Wealth Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-10,888
| Closed | -$2.1M | – | 204 |
|
|
2021
Q1 | $2.1M | Buy |
10,888
+1,233
| +13% | +$238K | 0.51% | 71 |
|
|
2020
Q4 | $1.69M | Buy |
9,655
+64
| +0.7% | +$11.2K | 0.45% | 74 |
|
|
2020
Q3 | $1.63M | Sell |
9,591
-118
| -1% | -$20K | 0.46% | 71 |
|
|
2020
Q2 | $1.52M | Sell |
9,709
-318
| -3% | -$49.6K | 0.52% | 71 |
|
|
2020
Q1 | $1.54M | Buy |
10,027
+1,778
| +22% | +$273K | 0.65% | 63 |
|
|
2019
Q4 | $1.46M | Buy |
+8,249
| New | +$1.46M | 0.51% | 92 |
|