JWM
Jupiter Wealth Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,979
| Closed | -$592K | – | 73 |
|
|
2022
Q1 | $592K | Sell |
3,979
-21
| -0.5% | -$3.12K | 0.37% | 54 |
|
|
2021
Q4 | $710K | Sell |
4,000
-2,000
| -33% | -$355K | 0.37% | 53 |
|
|
2021
Q3 | $1.1M | Hold |
6,000
| – | – | 0.52% | 45 |
|
|
2021
Q2 | $1.19M | Hold |
6,000
| – | – | 0.57% | 43 |
|
|
2021
Q1 | $1.19M | Buy |
6,000
+3,000
| +100% | +$597K | 0.6% | 40 |
|
|
2020
Q4 | $524K | Hold |
3,000
| – | – | 0.32% | 48 |
|
|
2020
Q3 | $481K | Sell |
3,000
-50
| -2% | -$8.02K | 0.34% | 43 |
|
|
2020
Q2 | $477K | Buy |
+3,050
| New | +$477K | 0.24% | 51 |
|
|
2020
Q1 | – | Sell |
-24,186
| Closed | -$4.39M | – | 85 |
|
|
2019
Q4 | $4.39M | Sell |
24,186
-89
| -0.4% | -$16.1K | 2.12% | 19 |
|
|
2019
Q3 | $3.99M | Sell |
24,275
-1,225
| -5% | -$201K | 2.13% | 19 |
|
|
2019
Q2 | $4.45M | Sell |
25,500
-6,233
| -20% | -$1.09M | 2.21% | 18 |
|
|
2019
Q1 | $6.95M | Buy |
+31,733
| New | +$6.95M | 3.35% | 10 |
|