Laurel Wealth Planning’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 |
-2,449
| Closed | -$246K | – | 144 |
|
|
2022
Q4 | $246K | Sell |
2,449
-598
| -20% | -$60K | 0.16% | 55 |
|
|
2022
Q3 | $282K | Sell |
3,047
-714
| -19% | -$66.1K | 0.21% | 51 |
|
|
2022
Q2 | $407K | Sell |
3,761
-247
| -6% | -$26.7K | 0.29% | 50 |
|
|
2022
Q1 | $499K | Sell |
4,008
-111
| -3% | -$13.8K | 0.34% | 49 |
|
|
2021
Q4 | $612K | Sell |
4,119
-743
| -15% | -$110K | 0.46% | 43 |
|
|
2021
Q3 | $713K | Buy |
4,862
+4,678
| +2,542% | +$686K | 0.58% | 34 |
|
|
2021
Q2 | $31K | Sell |
184
-35
| -16% | -$5.9K | 0.03% | 72 |
|
|
2021
Q1 | $35K | Sell |
219
-8
| -4% | -$1.28K | 0.03% | 71 |
|
|
2020
Q4 | $33K | Buy |
+227
| New | +$33K | 0.03% | 66 |
|