MWPCG
Measured Wealth Private Client Group’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,388
| Closed | -$247K | – | 186 |
|
|
2021
Q4 | $247K | Sell |
1,388
-32
| -2% | -$5.7K | 0.09% | 140 |
|
|
2021
Q3 | $249K | Sell |
1,420
-1,017
| -42% | -$178K | 0.1% | 138 |
|
|
2021
Q2 | $484K | Buy |
2,437
+496
| +26% | +$98.5K | 0.15% | 84 |
|
|
2021
Q1 | $374K | Buy |
+1,941
| New | +$374K | 0.13% | 90 |
|
|
2020
Q4 | – | Sell |
-1,437
| Closed | -$230K | – | 136 |
|
|
2020
Q3 | $230K | Buy |
+1,437
| New | +$230K | 0.11% | 114 |
|
|
2019
Q4 | – | Sell |
-1,411
| Closed | -$232K | – | 128 |
|
|
2019
Q3 | $232K | Sell |
1,411
-1,123
| -44% | -$185K | 0.15% | 105 |
|
|
2019
Q2 | $439K | Sell |
2,534
-122
| -5% | -$21.1K | 0.25% | 81 |
|
|
2019
Q1 | $552K | Buy |
2,656
+1,153
| +77% | +$240K | 0.34% | 59 |
|
|
2018
Q4 | $286K | Sell |
1,503
-998
| -40% | -$190K | 0.26% | 63 |
|
|
2018
Q3 | $524K | Buy |
2,501
+33
| +1% | +$6.91K | 0.31% | 44 |
|
|
2018
Q2 | $485K | Buy |
+2,468
| New | +$485K | 0.39% | 42 |
|