PSIWM
Paradigm Strategies in Wealth Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,777
| Closed | -$260K | – | 47 |
|
|
2023
Q3 | $260K | Sell |
2,777
-632
| -19% | -$59.2K | 0.17% | 41 |
|
|
2023
Q2 | $341K | Buy |
3,409
+9
| +0.3% | +$901 | 0.23% | 31 |
|
|
2023
Q1 | $357K | Buy |
3,400
+9
| +0.3% | +$946 | 0.28% | 28 |
|
|
2022
Q4 | $407K | Sell |
3,391
-93
| -3% | -$11.2K | 0.36% | 24 |
|
|
2022
Q3 | $385K | Sell |
3,484
-1,071
| -24% | -$118K | 0.35% | 25 |
|
|
2022
Q2 | $589K | Sell |
4,555
-1,363
| -23% | -$176K | 0.64% | 19 |
|
|
2022
Q1 | $881K | Buy |
5,918
+6
| +0.1% | +$893 | 0.92% | 18 |
|
|
2021
Q4 | $1.05M | Buy |
5,912
+5
| +0.1% | +$888 | 1.06% | 19 |
|
|
2021
Q3 | $1.04M | Buy |
5,907
+707
| +14% | +$124K | 0.98% | 21 |
|
|
2021
Q2 | $1.03M | Sell |
5,200
-27
| -0.5% | -$5.36K | 0.93% | 20 |
|
|
2021
Q1 | $1.01M | Buy |
+5,227
| New | +$1.01M | 0.97% | 20 |
|