Shakespeare Wealth Management’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 |
-1,369
| Closed | -$203K | – | 80 |
|
|
2021
Q4 | $203K | Hold |
1,369
| – | – | 0.07% | 73 |
|
|
2021
Q3 | $202K | Buy |
+1,369
| New | +$202K | 0.08% | 74 |
|
|
2020
Q1 | – | Sell |
-1,483
| Closed | -$219K | – | 62 |
|
|
2019
Q4 | $219K | Hold |
1,483
| – | – | 0.12% | 71 |
|
|
2019
Q3 | $204K | Sell |
1,483
-215
| -13% | -$29.6K | 0.12% | 73 |
|
|
2019
Q2 | $246K | Hold |
1,698
| – | – | 0.16% | 62 |
|
|
2019
Q1 | $295K | Hold |
1,698
| – | – | 0.22% | 38 |
|
|
2018
Q4 | $271K | Hold |
1,698
| – | – | 0.21% | 40 |
|
|
2018
Q3 | $299K | Hold |
1,698
| – | – | 0.23% | 35 |
|
|
2018
Q2 | $279K | Hold |
1,698
| – | – | 0.25% | 33 |
|
|
2018
Q1 | $312K | Buy |
+1,698
| New | +$312K | 0.27% | 34 |
|