Johanson Financial Advisors’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $672K | Sell |
4,526
-63
| -1% | -$9.35K | 0.21% | 77 |
|
|
2021
Q3 | $673K | Buy |
4,589
+297
| +7% | +$43.6K | 0.23% | 76 |
|
|
2021
Q2 | $727K | Buy |
4,292
+1,276
| +42% | +$216K | 0.25% | 71 |
|
|
2021
Q1 | $496K | Buy |
+3,016
| New | +$496K | 0.18% | 82 |
|
|
2020
Q1 | – | Sell |
-23,175
| Closed | -$110K | – | 183 |
|
|
2019
Q4 | $110K | Buy |
+23,175
| New | +$110K | 0.01% | 258 |
|