Portside Wealth Group’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,173
| Closed | -$631K | – | 392 |
|
|
2024
Q2 | $631K | Sell |
6,173
-993
| -14% | -$101K | 0.12% | 176 |
|
|
2024
Q1 | $636K | Sell |
7,166
-914
| -11% | -$81.1K | 0.12% | 187 |
|
|
2023
Q4 | $739K | Sell |
8,080
-1,251
| -13% | -$114K | 0.14% | 165 |
|
|
2023
Q3 | $731K | Buy |
9,331
+3,789
| +68% | +$297K | 0.14% | 152 |
|
|
2023
Q2 | $464K | Buy |
+5,542
| New | +$464K | 0.09% | 203 |
|