LWM
Lodestone Wealth Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,432
| Closed | -$249K | – | 152 |
|
|
2024
Q2 | $249K | Hold |
2,432
| – | – | 0.13% | 137 |
|
|
2024
Q1 | $258K | Sell |
2,432
-42
| -2% | -$4.46K | 0.14% | 132 |
|
|
2023
Q4 | $270K | Buy |
2,474
+5
| +0.2% | +$547 | 0.16% | 125 |
|
|
2023
Q3 | $231K | Sell |
2,469
-44
| -2% | -$4.12K | 0.16% | 121 |
|
|
2023
Q2 | $252K | Sell |
2,513
-13
| -0.5% | -$1.3K | 0.17% | 120 |
|
|
2023
Q1 | $266K | Sell |
2,526
-110
| -4% | -$11.6K | 0.2% | 113 |
|
|
2022
Q4 | $316K | Buy |
+2,636
| New | +$316K | 0.26% | 89 |
|