IWA
Inspirion Wealth Advisors’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,850
| Closed | -$267K | – | 142 |
|
|
2023
Q3 | $267K | Sell |
2,850
-420
| -13% | -$39.3K | 0.05% | 116 |
|
|
2023
Q2 | $327K | Sell |
3,270
-1,000
| -23% | -$100K | 0.06% | 100 |
|
|
2023
Q1 | $449K | Sell |
4,270
-1
| -0% | -$105 | 0.09% | 87 |
|
|
2022
Q4 | $512K | Sell |
4,271
-2,986
| -41% | -$358K | 0.11% | 78 |
|
|
2022
Q3 | $802K | Buy |
7,257
+1,913
| +36% | +$211K | 0.18% | 55 |
|
|
2022
Q2 | $692K | Buy |
5,344
+13
| +0.2% | +$1.68K | 0.15% | 61 |
|
|
2022
Q1 | $794K | Sell |
5,331
-401
| -7% | -$59.7K | 0.16% | 53 |
|
|
2021
Q4 | $1.02M | Buy |
5,732
+51
| +0.9% | +$9.06K | 0.21% | 45 |
|
|
2021
Q3 | $997K | Buy |
5,681
+9
| +0.2% | +$1.58K | 0.23% | 41 |
|
|
2021
Q2 | $1.13M | Buy |
5,672
+708
| +14% | +$141K | 0.28% | 34 |
|
|
2021
Q1 | $957K | Buy |
4,964
+158
| +3% | +$30.5K | 0.25% | 39 |
|
|
2020
Q4 | $840K | Buy |
4,806
+149
| +3% | +$26K | 0.24% | 33 |
|
|
2020
Q3 | $746K | Sell |
4,657
-31
| -0.7% | -$4.97K | 0.26% | 32 |
|
|
2020
Q2 | $731K | Buy |
4,688
+30
| +0.6% | +$4.68K | 0.29% | 33 |
|
|
2020
Q1 | $636K | Sell |
4,658
-2,162
| -32% | -$295K | 0.31% | 33 |
|
|
2019
Q4 | $1.2M | Sell |
6,820
-342
| -5% | -$60.3K | 0.41% | 26 |
|
|
2019
Q3 | $1.18M | Buy |
7,162
+57
| +0.8% | +$9.37K | 0.52% | 23 |
|
|
2019
Q2 | $1.23M | Buy |
7,105
+3,256
| +85% | +$565K | 0.53% | 25 |
|
|
2019
Q1 | $800K | Buy |
3,849
+4
| +0.1% | +$831 | 0.35% | 29 |
|
|
2018
Q4 | $733K | Buy |
3,845
+753
| +24% | +$144K | 0.37% | 28 |
|
|
2018
Q3 | $652K | Buy |
3,092
+94
| +3% | +$19.8K | 0.28% | 34 |
|
|
2018
Q2 | $590K | Buy |
2,998
+100
| +3% | +$19.7K | 0.28% | 34 |
|
|
2018
Q1 | $636K | Hold |
2,898
| – | – | 0.31% | 35 |
|
|
2017
Q4 | $682K | Hold |
2,898
| – | – | 0.33% | 29 |
|
|
2017
Q3 | $608K | Hold |
2,898
| – | – | 0.31% | 30 |
|
|
2017
Q2 | $603K | Hold |
2,898
| – | – | 0.33% | 30 |
|
|
2017
Q1 | $554K | Hold |
2,898
| – | – | 0.31% | 32 |
|
|
2016
Q4 | $517K | Hold |
2,898
| – | – | 0.33% | 32 |
|
|
2016
Q3 | $511K | Hold |
2,898
| – | – | 0.33% | 33 |
|
|
2016
Q2 | $507K | Buy |
2,898
+1,000
| +53% | +$175K | 0.33% | 33 |
|
|
2016
Q1 | $316K | Buy |
+1,898
| New | +$316K | 0.22% | 44 |
|
|
2015
Q3 | – | Sell |
-1,298
| Closed | -$200K | – | 56 |
|
|
2015
Q2 | $200K | Hold |
1,298
| – | – | 0.15% | 53 |
|
|
2015
Q1 | $214K | Hold |
1,298
| – | – | 0.17% | 49 |
|
|
2014
Q4 | $213K | Buy |
+1,298
| New | +$213K | 0.2% | 52 |
|