Keystone Wealth Services’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 |
-2,431
| Closed | -$214K | – | 207 |
|
|
2023
Q1 | $214K | Sell |
2,431
-345
| -12% | -$30.3K | 0.09% | 183 |
|
|
2022
Q4 | $278K | Sell |
2,776
-216
| -7% | -$21.7K | 0.12% | 151 |
|
|
2022
Q3 | $276K | Buy |
2,992
+368
| +14% | +$33.9K | 0.13% | 125 |
|
|
2022
Q2 | $284K | Buy |
2,624
+442
| +20% | +$47.8K | 0.13% | 127 |
|
|
2022
Q1 | $272K | Buy |
2,182
+18
| +0.8% | +$2.24K | 0.11% | 147 |
|
|
2021
Q4 | $321K | Buy |
+2,164
| New | +$321K | 0.13% | 129 |
|