Keebeck Wealth Management’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,117
| Closed | -$212K | – | 256 |
|
|
2022
Q4 | $212K | Buy |
+2,117
| New | +$212K | 0.04% | 227 |
|
|
2022
Q3 | – | Sell |
-2,144
| Closed | -$232K | – | 236 |
|
|
2022
Q2 | $232K | Sell |
2,144
-5,338
| -71% | -$578K | 0.04% | 211 |
|
|
2022
Q1 | $931K | Hold |
7,482
| – | – | 0.15% | 117 |
|
|
2021
Q4 | $1.11M | Sell |
7,482
-599
| -7% | -$88.9K | 0.2% | 101 |
|
|
2021
Q3 | $1.19M | Sell |
8,081
-258
| -3% | -$37.8K | 0.23% | 92 |
|
|
2021
Q2 | $1.39M | Buy |
8,339
+598
| +8% | +$99.3K | 0.2% | 94 |
|
|
2021
Q1 | $1.25M | Hold |
7,741
| – | – | 0.19% | 88 |
|
|
2020
Q4 | $1.13M | Sell |
7,741
-205
| -3% | -$30K | 0.2% | 83 |
|
|
2020
Q3 | $1.06M | Buy |
7,946
+463
| +6% | +$62K | 0.22% | 74 |
|
|
2020
Q2 | $976K | Hold |
7,483
| – | – | 0.31% | 65 |
|
|
2020
Q1 | $854K | Buy |
7,483
+1
| +0% | +$114 | 0.36% | 60 |
|
|
2019
Q4 | $1.1M | Buy |
+7,482
| New | +$1.1M | 0.35% | 59 |
|