PWS
Private Wealth Strategies’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $204K | Hold |
2,000
| – | – | 0.04% | 72 |
|
|
2024
Q1 | $212K | Hold |
2,000
| – | – | 0.05% | 64 |
|
|
2023
Q4 | $219K | Buy |
+2,000
| New | +$219K | 0.05% | 67 |
|
|
2023
Q3 | – | Sell |
-2,000
| Closed | -$200K | – | 77 |
|
|
2023
Q2 | $200K | Hold |
2,000
| – | – | 0.05% | 70 |
|
|
2023
Q1 | $210K | Hold |
2,000
| – | – | 0.05% | 70 |
|
|
2022
Q4 | $240K | Hold |
2,000
| – | – | 0.06% | 62 |
|
|
2022
Q3 | $222K | Hold |
2,000
| – | – | 0.06% | 64 |
|
|
2022
Q2 | $258K | Hold |
2,000
| – | – | 0.07% | 65 |
|
|
2022
Q1 | $298K | Hold |
2,000
| – | – | 0.07% | 63 |
|
|
2021
Q4 | $356K | Hold |
2,000
| – | – | 0.08% | 60 |
|
|
2021
Q3 | $350K | Hold |
2,000
| – | – | 0.09% | 59 |
|
|
2021
Q2 | $397K | Hold |
2,000
| – | – | 0.1% | 55 |
|
|
2021
Q1 | $386K | Hold |
2,000
| – | – | 0.11% | 55 |
|
|
2020
Q4 | $350K | Hold |
2,000
| – | – | 0.11% | 55 |
|
|
2020
Q3 | $320K | Hold |
2,000
| – | – | 0.11% | 52 |
|
|
2020
Q2 | $312K | Hold |
2,000
| – | – | 0.14% | 49 |
|
|
2020
Q1 | $274K | Hold |
2,000
| – | – | 0.14% | 55 |
|
|
2019
Q4 | $353K | Buy |
+2,000
| New | +$353K | 0.14% | 56 |
|