Personal Wealth Partners’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-5,217
| Closed | -$866K | – | 272 |
|
|
2021
Q2 | $866K | Buy |
5,217
+3,974
| +320% | +$660K | 0.35% | 35 |
|
|
2021
Q1 | $200K | Buy |
+1,243
| New | +$200K | 0.09% | 77 |
|
|
2020
Q2 | – | Sell |
-2,020
| Closed | -$231K | – | 67 |
|
|
2020
Q1 | $231K | Sell |
2,020
-571
| -22% | -$65.3K | 0.14% | 56 |
|
|
2019
Q4 | $382K | Buy |
2,591
+192
| +8% | +$28.3K | 0.16% | 46 |
|
|
2019
Q3 | $330K | Buy |
2,399
+25
| +1% | +$3.44K | 0.15% | 52 |
|
|
2019
Q2 | $344K | Hold |
2,374
| – | – | 0.16% | 44 |
|
|
2019
Q1 | $412K | Buy |
2,374
+90
| +4% | +$15.6K | 0.22% | 41 |
|
|
2018
Q4 | $364K | Buy |
+2,284
| New | +$364K | 0.23% | 28 |
|