PRW Wealth Management’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 |
-5,900
| Closed | -$980K | – | 216 |
|
2021
Q2 | $980K | Buy |
+5,900
| New | +$980K | 0.29% | 102 |
|
2019
Q2 | – | Sell |
-665
| Closed | -$116K | – | 430 |
|
2019
Q1 | $116K | Sell |
665
-124
| -16% | -$21.6K | 0.11% | 70 |
|
2018
Q4 | $127K | Buy |
+789
| New | +$127K | 0.16% | 77 |
|