RWM
RBA Wealth Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-828
| Closed | -$160K | – | 195 |
|
|
2021
Q1 | $160K | Buy |
+828
| New | +$160K | 0.14% | 63 |
|
|
2020
Q3 | – | Sell |
-3,173
| Closed | -$495K | – | 103 |
|
|
2020
Q2 | $495K | Sell |
3,173
-106
| -3% | -$16.5K | 0.36% | 74 |
|
|
2020
Q1 | $448K | Sell |
3,279
-142
| -4% | -$19.4K | 0.39% | 72 |
|
|
2019
Q4 | $602K | Sell |
3,421
-257
| -7% | -$45.2K | 0.41% | 56 |
|
|
2019
Q3 | $605K | Hold |
3,678
| – | – | 0.46% | 51 |
|
|
2019
Q2 | $638K | Sell |
3,678
-138
| -4% | -$23.9K | 0.49% | 52 |
|
|
2019
Q1 | $809K | Buy |
+3,816
| New | +$809K | 0.63% | 47 |
|