LWM
Liberty Wealth Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-848
| Closed | -$149K | – | 742 |
|
|
2021
Q3 | $149K | Buy |
848
+187
| +28% | +$32.9K | 0.05% | 212 |
|
|
2021
Q2 | $131K | Buy |
661
+191
| +41% | +$37.9K | 0.05% | 181 |
|
|
2021
Q1 | $81K | Buy |
470
+3
| +0.6% | +$517 | 0.04% | 211 |
|
|
2020
Q4 | $81K | Buy |
467
+57
| +14% | +$9.89K | 0.04% | 209 |
|
|
2020
Q3 | $66K | Sell |
410
-18
| -4% | -$2.9K | 0.04% | 196 |
|
|
2020
Q2 | $67K | Sell |
428
-234
| -35% | -$36.6K | 0.05% | 191 |
|
|
2020
Q1 | $90K | Buy |
662
+3
| +0.5% | +$408 | 0.08% | 148 |
|
|
2019
Q4 | $116K | Sell |
659
-5
| -0.8% | -$880 | 0.09% | 145 |
|
|
2019
Q3 | $109K | Sell |
664
-55
| -8% | -$9.03K | 0.1% | 138 |
|
|
2019
Q2 | $125K | Buy |
719
+38
| +6% | +$6.61K | 0.11% | 145 |
|
|
2019
Q1 | $141K | Buy |
681
+6
| +0.9% | +$1.24K | 0.11% | 108 |
|
|
2018
Q4 | $128K | Buy |
+675
| New | +$128K | 0.1% | 113 |
|