SWM
Selective Wealth Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,344
| Closed | -$149K | – | 488 |
|
|
2022
Q3 | $149K | Hold |
1,344
| – | – | 0.06% | 160 |
|
|
2022
Q2 | $174K | Hold |
1,344
| – | – | 0.06% | 154 |
|
|
2022
Q1 | $200K | Hold |
1,344
| – | – | 0.07% | 135 |
|
|
2021
Q4 | $239K | Hold |
1,344
| – | – | 0.1% | 108 |
|
|
2021
Q3 | $236K | Sell |
1,344
-1,400
| -51% | -$246K | 0.13% | 92 |
|
|
2021
Q2 | $545K | Buy |
2,744
+1,352
| +97% | +$269K | 0.43% | 30 |
|
|
2021
Q1 | $268K | Buy |
1,392
+280
| +25% | +$53.9K | 0.24% | 44 |
|
|
2020
Q4 | $194K | Buy |
1,112
+200
| +22% | +$34.9K | 0.13% | 61 |
|
|
2020
Q3 | $146K | Hold |
912
| – | – | 0.11% | 61 |
|
|
2020
Q2 | $142K | Buy |
912
+584
| +178% | +$90.9K | 0.12% | 61 |
|
|
2020
Q1 | $45K | Hold |
328
| – | – | 0.07% | 66 |
|
|
2019
Q4 | $58K | Hold |
328
| – | – | 0.07% | 69 |
|
|
2019
Q3 | $54K | Buy |
+328
| New | +$54K | 0.07% | 76 |
|
|
2018
Q3 | $42K | Buy |
+200
| New | +$42K | 0.5% | 37 |
|