PWA
Phoenix Wealth Advisors’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-583
| Closed | -$102K | – | 267 |
|
|
2021
Q3 | $102K | Sell |
583
-10
| -2% | -$1.75K | 0.08% | 151 |
|
|
2021
Q2 | $117K | Hold |
593
| – | – | 0.08% | 148 |
|
|
2021
Q1 | $114K | Hold |
593
| – | – | 0.09% | 145 |
|
|
2020
Q4 | $104K | Buy |
+593
| New | +$104K | 0.08% | 145 |
|