SWMG
Signature Wealth Management Group’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $3.11M | Buy |
31,050
+1,827
| +6% | +$183K | 1.45% | 33 |
|
|
2023
Q1 | $3.07M | Buy |
29,223
+1,997
| +7% | +$210K | 1.46% | 33 |
|
|
2022
Q4 | $3.26M | Sell |
27,226
-2,117
| -7% | -$254K | 1.6% | 29 |
|
|
2022
Q3 | $3.24M | Buy |
29,343
+182
| +0.6% | +$20.1K | 1.65% | 28 |
|
|
2022
Q2 | $3.77M | Sell |
29,161
-1,215
| -4% | -$157K | 1.83% | 22 |
|
|
2022
Q1 | $4.52M | Buy |
30,376
+10,354
| +52% | +$1.54M | 2.04% | 9 |
|
|
2021
Q4 | $3.56M | Buy |
20,022
+201
| +1% | +$35.7K | 1.79% | 22 |
|
|
2021
Q3 | $3.48M | Sell |
19,821
-34
| -0.2% | -$5.96K | 1.93% | 15 |
|
|
2021
Q2 | $3.94M | Sell |
19,855
-420
| -2% | -$83.4K | 2.2% | 7 |
|
|
2021
Q1 | $3.91M | Sell |
20,275
-174
| -0.9% | -$33.5K | 2.3% | 6 |
|
|
2020
Q4 | $3.57M | Sell |
20,449
-18
| -0.1% | -$3.15K | 2.25% | 10 |
|
|
2020
Q3 | $3.28M | Buy |
20,467
+332
| +2% | +$53.2K | 2.36% | 7 |
|
|
2020
Q2 | $3.14M | Buy |
20,135
+304
| +2% | +$47.4K | 2.4% | 12 |
|
|
2020
Q1 | $2.71M | Buy |
19,831
+119
| +0.6% | +$16.2K | 2.38% | 15 |
|
|
2019
Q4 | $3.48M | Sell |
19,712
-81
| -0.4% | -$14.3K | 2.2% | 15 |
|
|
2019
Q3 | $3.25M | Buy |
+19,793
| New | +$3.25M | 2.15% | 20 |
|
|
2018
Q4 | – | Sell |
-597
| Closed | -$111K | – | 210 |
|
|
2018
Q3 | $111K | Buy |
597
+10
| +2% | +$1.86K | 0.08% | 80 |
|
|
2018
Q2 | $115K | Sell |
587
-14
| -2% | -$2.74K | 0.09% | 77 |
|
|
2018
Q1 | $132K | Sell |
601
-49
| -8% | -$10.8K | 0.1% | 74 |
|
|
2017
Q4 | $153K | Buy |
+650
| New | +$153K | 0.11% | 70 |
|