Nicola Wealth Management’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,167
| Closed | -$394K | – | 149 |
|
|
2022
Q1 | $394K | Hold |
3,167
| – | – | 0.03% | 117 |
|
|
2021
Q4 | $472K | Hold |
3,167
| – | – | 0.04% | 114 |
|
|
2021
Q3 | $465K | Sell |
3,167
-1,493
| -32% | -$219K | 0.05% | 111 |
|
|
2021
Q2 | $775K | Sell |
4,660
-1,129
| -20% | -$188K | 0.08% | 111 |
|
|
2021
Q1 | $933K | Buy |
+5,789
| New | +$933K | 0.1% | 107 |
|