SFSG
Sound Financial Strategies Group’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,507
| Closed | -$753K | – | 98 |
|
|
2024
Q3 | $753K | Buy |
5,507
+105
| +2% | +$14.4K | 0.6% | 49 |
|
|
2024
Q2 | $552K | Buy |
+5,402
| New | +$552K | 0.48% | 62 |
|
|
2022
Q1 | – | Sell |
-3,085
| Closed | -$548K | – | 93 |
|
|
2021
Q4 | $548K | Sell |
3,085
-40
| -1% | -$7.11K | 0.27% | 72 |
|
|
2021
Q3 | $548K | Buy |
3,125
+5
| +0.2% | +$877 | 0.28% | 67 |
|
|
2021
Q2 | $620K | Sell |
3,120
-8
| -0.3% | -$1.59K | 0.31% | 49 |
|
|
2021
Q1 | $603K | Buy |
+3,128
| New | +$603K | 0.31% | 41 |
|