RGT Wealth Advisors’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,235
| Closed | -$183K | – | 244 |
|
|
2021
Q4 | $183K | Buy |
+1,235
| New | +$183K | 0.03% | 93 |
|
|
2018
Q2 | – | Sell |
-1,227
| Closed | -$225K | – | 66 |
|
|
2018
Q1 | $225K | Buy |
1,227
+23
| +2% | +$4.22K | 0.11% | 92 |
|
|
2017
Q4 | $237K | Sell |
1,204
-45
| -4% | -$8.86K | 0.13% | 85 |
|
|
2017
Q3 | $219K | Sell |
1,249
-502
| -29% | -$88K | 0.15% | 84 |
|
|
2017
Q2 | $305K | Buy |
1,751
+44
| +3% | +$7.66K | 0.21% | 53 |
|
|
2017
Q1 | $273K | Buy |
1,707
+267
| +19% | +$42.7K | 0.19% | 64 |
|
|
2016
Q4 | $215K | Sell |
1,440
-505
| -26% | -$75.4K | 0.12% | 107 |
|
|
2016
Q3 | $287K | Buy |
+1,945
| New | +$287K | 0.18% | 75 |
|