River 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
Q3 | – | Sell |
-4,191
| Closed | -$453K | – | 204 |
|
|
2022
Q2 | $453K | Buy |
4,191
+329
| +9% | +$35.6K | 0.08% | 154 |
|
|
2022
Q1 | $481K | Sell |
3,862
-243
| -6% | -$30.3K | 0.08% | 152 |
|
|
2021
Q4 | $610K | Sell |
4,105
-25
| -0.6% | -$3.72K | 0.09% | 141 |
|
|
2021
Q3 | $606K | Buy |
4,130
+24
| +0.6% | +$3.52K | 0.1% | 136 |
|
|
2021
Q2 | $682K | Buy |
4,106
+20
| +0.5% | +$3.32K | 0.12% | 129 |
|
|
2021
Q1 | $658K | Buy |
4,086
+36
| +0.9% | +$5.8K | 0.12% | 131 |
|
|
2020
Q4 | $592K | Buy |
4,050
+298
| +8% | +$43.6K | 0.13% | 131 |
|
|
2020
Q3 | $503K | Sell |
3,752
-66
| -2% | -$8.85K | 0.13% | 133 |
|
|
2020
Q2 | $498K | Buy |
3,818
+436
| +13% | +$56.9K | 0.15% | 120 |
|
|
2020
Q1 | $386K | Buy |
3,382
+298
| +10% | +$34K | 0.15% | 118 |
|
|
2019
Q4 | $455K | Buy |
3,084
+698
| +29% | +$103K | 0.15% | 120 |
|
|
2019
Q3 | $328K | Sell |
2,386
-10
| -0.4% | -$1.38K | 0.12% | 137 |
|
|
2019
Q2 | $347K | Sell |
2,396
-92
| -4% | -$13.3K | 0.14% | 133 |
|
|
2019
Q1 | $432K | Buy |
2,488
+29
| +1% | +$5.04K | 0.18% | 116 |
|
|
2018
Q4 | $392K | Sell |
2,459
-721
| -23% | -$115K | 0.17% | 114 |
|
|
2018
Q3 | $560K | Buy |
3,180
+50
| +2% | +$8.81K | 0.21% | 110 |
|
|
2018
Q2 | $515K | Sell |
3,130
-99
| -3% | -$16.3K | 0.2% | 109 |
|
|
2018
Q1 | $593K | Sell |
3,229
-202
| -6% | -$37.1K | 0.25% | 107 |
|
|
2017
Q4 | $675K | Buy |
3,431
+164
| +5% | +$32.3K | 0.28% | 101 |
|
|
2017
Q3 | $573K | Sell |
3,267
-20
| -0.6% | -$3.51K | 0.26% | 107 |
|
|
2017
Q2 | $572K | Buy |
3,287
+2
| +0.1% | +$348 | 0.27% | 105 |
|
|
2017
Q1 | $526K | Hold |
3,285
| – | – | 0.26% | 108 |
|
|
2016
Q4 | $491K | Sell |
3,285
-10
| -0.3% | -$1.5K | 0.25% | 110 |
|
|
2016
Q3 | $485K | Buy |
3,295
+59
| +2% | +$8.68K | 0.27% | 106 |
|
|
2016
Q2 | $474K | Sell |
3,236
-177
| -5% | -$25.9K | 0.27% | 105 |
|
|
2016
Q1 | $476K | Sell |
3,413
-69
| -2% | -$9.62K | 0.28% | 101 |
|
|
2015
Q4 | $438K | Sell |
3,482
-132
| -4% | -$16.6K | 0.28% | 102 |
|
|
2015
Q3 | $428K | Sell |
3,614
-212
| -6% | -$25.1K | 0.29% | 101 |
|
|
2015
Q2 | $494K | Sell |
3,826
-507
| -12% | -$65.5K | 0.31% | 99 |
|
|
2015
Q1 | $598K | Buy |
+4,333
| New | +$598K | 0.37% | 93 |
|