SWA
SFMG Wealth Advisors’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,880
| Closed | -$205K | – | 273 |
|
|
2022
Q3 | $205K | Sell |
1,880
-752
| -29% | -$82K | 0.02% | 218 |
|
|
2022
Q2 | $341K | Buy |
2,632
+73
| +3% | +$9.46K | 0.04% | 168 |
|
|
2022
Q1 | $381K | Sell |
2,559
-461
| -15% | -$68.6K | 0.04% | 173 |
|
|
2021
Q4 | $536K | Buy |
+3,020
| New | +$536K | 0.05% | 144 |
|
|
2021
Q3 | – | Sell |
-1,084
| Closed | -$215K | – | 266 |
|
|
2021
Q2 | $215K | Buy |
1,084
+9
| +0.8% | +$1.79K | 0.02% | 235 |
|
|
2021
Q1 | $207K | Buy |
+1,075
| New | +$207K | 0.02% | 221 |
|