Lake Point Wealth Management’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $25K | Hold |
230
| – | – | 0.01% | 102 |
|
|
2022
Q1 | $29K | Hold |
230
| – | – | 0.01% | 93 |
|
|
2021
Q4 | $34K | Hold |
230
| – | – | 0.01% | 89 |
|
|
2021
Q3 | $34K | Hold |
230
| – | – | 0.02% | 75 |
|
|
2021
Q2 | $38K | Buy |
+230
| New | +$38K | 0.02% | 79 |
|
|
2020
Q1 | – | Sell |
-230
| Closed | -$34K | – | 427 |
|
|
2019
Q4 | $34K | Buy |
+230
| New | +$34K | 0.01% | 152 |
|
|
2019
Q2 | $33K | Hold |
230
| – | – | 0.01% | 190 |
|
|
2019
Q1 | $33K | Hold |
230
| – | – | 0.01% | 190 |
|
|
2018
Q4 | $37K | Buy |
+230
| New | +$37K | 0.01% | 283 |
|