Icon Wealth Partners’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,684
| Closed | -$236K | – | 423 |
|
|
2023
Q1 | $236K | Buy |
+2,684
| New | +$236K | 0.03% | 293 |
|
|
2022
Q2 | $292K | Buy |
2,695
+6
| +0.2% | +$650 | 0.03% | 245 |
|
|
2022
Q1 | $335K | Buy |
+2,689
| New | +$335K | 0.03% | 256 |
|
|
2021
Q4 | – | Sell |
-3,100
| Closed | -$455K | – | 334 |
|
|
2021
Q3 | $455K | Sell |
3,100
-40
| -1% | -$5.87K | 0.05% | 229 |
|
|
2021
Q2 | $521K | Sell |
3,140
-21
| -0.7% | -$3.48K | 0.06% | 220 |
|
|
2021
Q1 | $509K | Buy |
+3,161
| New | +$509K | 0.06% | 211 |
|
|
2019
Q2 | – | Sell |
-189
| Closed | -$33K | – | 543 |
|
|
2019
Q1 | $33K | Buy |
+189
| New | +$33K | 0.01% | 447 |
|
|
2018
Q3 | – | Sell |
-261
| Closed | -$43K | – | 559 |
|
|
2018
Q2 | $43K | Buy |
+261
| New | +$43K | 0.02% | 421 |
|
|
2018
Q1 | – | Sell |
-468
| Closed | -$92K | – | 558 |
|
|
2017
Q4 | $92K | Buy |
+468
| New | +$92K | 0.05% | 288 |
|