RPWA
Regent Peak Wealth Advisors’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,039
| Closed | -$304K | – | 167 |
|
|
2022
Q1 | $304K | Sell |
2,039
-8,039
| -80% | -$1.2M | 0.09% | 127 |
|
|
2021
Q4 | $1.79M | Sell |
10,078
-848
| -8% | -$151K | 0.49% | 47 |
|
|
2021
Q3 | $1.92M | Buy |
10,926
+173
| +2% | +$30.4K | 0.55% | 40 |
|
|
2021
Q2 | $2.13M | Buy |
10,753
+400
| +4% | +$79.2K | 0.59% | 38 |
|
|
2021
Q1 | $1.99M | Buy |
10,353
+1,154
| +13% | +$222K | 0.66% | 33 |
|
|
2020
Q4 | $1.61M | Sell |
9,199
-119
| -1% | -$20.8K | 0.54% | 39 |
|
|
2020
Q3 | $1.49M | Buy |
9,318
+1,114
| +14% | +$178K | 0.64% | 35 |
|
|
2020
Q2 | $1.28M | Buy |
8,204
+643
| +9% | +$100K | 0.58% | 38 |
|
|
2020
Q1 | $1.03M | Buy |
7,561
+1,291
| +21% | +$176K | 0.57% | 37 |
|
|
2019
Q4 | $1.11M | Buy |
+6,270
| New | +$1.11M | 0.5% | 44 |
|