LWMM
Legacy Wealth Management (Mississippi)’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,870
| Closed | -$300K | – | 95 |
|
|
2020
Q3 | $300K | Hold |
1,870
| – | – | 0.21% | 90 |
|
|
2020
Q2 | $292K | Hold |
1,870
| – | – | 0.22% | 82 |
|
|
2020
Q1 | $255K | Sell |
1,870
-2,390
| -56% | -$326K | 0.24% | 84 |
|
|
2019
Q4 | $752K | Buy |
+4,260
| New | +$752K | 0.65% | 46 |
|