RPg Family Wealth Advisory’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-90
| Closed | -$11.2K | – | 238 |
|
|
2022
Q1 | $11.2K | Hold |
90
| – | – | ﹤0.01% | 251 |
|
|
2021
Q4 | $13.3K | Hold |
90
| – | – | 0.01% | 253 |
|
|
2021
Q3 | $13.2K | Hold |
90
| – | – | 0.01% | 261 |
|
|
2021
Q2 | $14.9K | Buy |
+90
| New | +$14.9K | 0.01% | 251 |
|
|
2020
Q4 | $13.1K | Hold |
90
| – | – | 0.01% | 270 |
|
|
2020
Q3 | $12K | Sell |
90
-21
| -19% | -$2.8K | 0.01% | 262 |
|
|
2020
Q2 | $14.5K | Hold |
111
| – | – | 0.01% | 245 |
|
|
2020
Q1 | $12.7K | Hold |
111
| – | – | 0.01% | 230 |
|
|
2019
Q4 | $16.4K | Hold |
111
| – | – | 0.01% | 230 |
|
|
2019
Q3 | $15.3K | Hold |
111
| – | – | 0.01% | 255 |
|
|
2019
Q2 | $16.1K | Buy |
111
+21
| +23% | +$3.05K | 0.01% | 240 |
|
|
2019
Q1 | $15.6K | Hold |
90
| – | – | 0.01% | 252 |
|
|
2018
Q4 | $14.3K | Hold |
90
| – | – | 0.01% | 191 |
|
|
2018
Q3 | $15.8K | Hold |
90
| – | – | 0.01% | 208 |
|
|
2018
Q2 | $14.8K | Sell |
90
-4
| -4% | -$656 | 0.01% | 198 |
|
|
2018
Q1 | $17.3K | Sell |
94
-22
| -19% | -$4.06K | 0.01% | 206 |
|
|
2017
Q4 | $22.8K | Sell |
116
-194
| -63% | -$38.2K | 0.02% | 197 |
|
|
2017
Q3 | $54.4K | Sell |
310
-452
| -59% | -$79.3K | 0.04% | 131 |
|
|
2017
Q2 | $133K | Buy |
762
+180
| +31% | +$31.3K | 0.12% | 65 |
|
|
2017
Q1 | $93.2K | Buy |
582
+70
| +14% | +$11.2K | 0.08% | 79 |
|
|
2016
Q4 | $76.4K | Buy |
512
+37
| +8% | +$5.52K | 0.07% | 92 |
|
|
2016
Q3 | $70K | Sell |
475
-209
| -31% | -$30.8K | 0.05% | 98 |
|
|
2016
Q2 | $100K | Buy |
684
+371
| +119% | +$54.3K | 0.04% | 85 |
|
|
2016
Q1 | $43.7K | Buy |
+313
| New | +$43.7K | 0.03% | 138 |
|