Norwood Financial’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $120K | Sell |
1,357
-60
| -4% | -$5.32K | 0.17% | 106 |
|
|
2023
Q4 | $130K | Hold |
1,417
| – | – | 0.2% | 90 |
|
|
2023
Q3 | $111K | Hold |
1,417
| – | – | 0.18% | 91 |
|
|
2023
Q2 | $119K | Sell |
1,417
-3,588
| -72% | -$300K | 0.18% | 92 |
|
|
2023
Q1 | $440K | Buy |
5,005
+227
| +5% | +$20K | 0.7% | 37 |
|
|
2022
Q4 | $479K | Buy |
4,778
+120
| +3% | +$12K | 0.75% | 32 |
|
|
2022
Q3 | $431K | Buy |
4,658
+287
| +7% | +$26.6K | 0.76% | 32 |
|
|
2022
Q2 | $473K | Buy |
4,371
+113
| +3% | +$12.2K | 0.81% | 30 |
|
|
2022
Q1 | $530K | Buy |
4,258
+646
| +18% | +$80.4K | 0.77% | 34 |
|
|
2021
Q4 | $537K | Buy |
+3,612
| New | +$537K | 0.75% | 37 |
|