PWM
Prentice Wealth Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-348
| Closed | -$45K | – | 143 |
|
|
2022
Q2 | $45K | Buy |
+348
| New | +$45K | 0.05% | 74 |
|
|
2021
Q4 | – | Sell |
-691
| Closed | -$121K | – | 225 |
|
|
2021
Q3 | $121K | Sell |
691
-51
| -7% | -$8.93K | 0.06% | 127 |
|
|
2021
Q2 | $147K | Hold |
742
| – | – | 0.08% | 118 |
|
|
2021
Q1 | $143K | Buy |
+742
| New | +$143K | 0.08% | 110 |
|