Smith Salley 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
Q3 | – | Sell |
-16,044
| Closed | -$1.74M | – | 224 |
|
|
2022
Q2 | $1.74M | Buy |
16,044
+461
| +3% | +$49.9K | 0.15% | 109 |
|
|
2022
Q1 | $1.94M | Sell |
15,583
-6,611
| -30% | -$823K | 0.15% | 107 |
|
|
2021
Q4 | $3.3M | Buy |
22,194
+350
| +2% | +$52K | 0.23% | 86 |
|
|
2021
Q3 | $3.2M | Buy |
21,844
+845
| +4% | +$124K | 0.25% | 81 |
|
|
2021
Q2 | $3.49M | Sell |
20,999
-470
| -2% | -$78.1K | 0.28% | 75 |
|
|
2021
Q1 | $3.46M | Buy |
21,469
+1,254
| +6% | +$202K | 0.31% | 70 |
|
|
2020
Q4 | $2.95M | Buy |
20,215
+6,673
| +49% | +$975K | 0.3% | 70 |
|
|
2020
Q3 | $1.81M | Buy |
13,542
+165
| +1% | +$22.1K | 0.22% | 85 |
|
|
2020
Q2 | $1.75M | Buy |
13,377
+911
| +7% | +$119K | 0.23% | 80 |
|
|
2020
Q1 | $1.42M | Buy |
+12,466
| New | +$1.42M | 0.24% | 81 |
|