Sheets Smith 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
Q2 | – | Sell |
-1,934
| Closed | -$241K | – | 328 |
|
|
2022
Q1 | $241K | Sell |
1,934
-513
| -21% | -$63.9K | 0.03% | 310 |
|
|
2021
Q4 | $363K | Buy |
2,447
+102
| +4% | +$15.1K | 0.05% | 278 |
|
|
2021
Q3 | $344K | Sell |
2,345
-21
| -0.9% | -$3.08K | 0.05% | 273 |
|
|
2021
Q2 | $393K | Buy |
2,366
+140
| +6% | +$23.3K | 0.05% | 259 |
|
|
2021
Q1 | $359K | Buy |
2,226
+3
| +0.1% | +$484 | 0.05% | 253 |
|
|
2020
Q4 | $325K | Buy |
2,223
+149
| +7% | +$21.8K | 0.05% | 265 |
|
|
2020
Q3 | $278K | Buy |
2,074
+13
| +0.6% | +$1.74K | 0.05% | 245 |
|
|
2020
Q2 | $269K | Buy |
+2,061
| New | +$269K | 0.05% | 209 |
|