Strategic Family Wealth Counselors’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 |
-1,409
| Closed | -$209K | – | 103 |
|
|
2021
Q4 | $209K | Sell |
1,409
-171
| -11% | -$25.4K | 0.07% | 97 |
|
|
2021
Q3 | $232K | Hold |
1,580
| – | – | 0.08% | 81 |
|
|
2021
Q2 | $262K | Hold |
1,580
| – | – | 0.09% | 69 |
|
|
2021
Q1 | $255K | Hold |
1,580
| – | – | 0.1% | 68 |
|
|
2020
Q4 | $231K | Hold |
1,580
| – | – | 0.12% | 71 |
|
|
2020
Q3 | $212K | Sell |
1,580
-198
| -11% | -$26.6K | 0.12% | 68 |
|
|
2020
Q2 | $232K | Buy |
+1,778
| New | +$232K | 0.15% | 67 |
|
|
2020
Q1 | – | Sell |
-1,558
| Closed | -$230K | – | 80 |
|
|
2019
Q4 | $230K | Sell |
1,558
-760
| -33% | -$112K | 0.19% | 59 |
|
|
2019
Q3 | $319K | Hold |
2,318
| – | – | 0.24% | 48 |
|
|
2019
Q2 | $336K | Buy |
2,318
+718
| +45% | +$104K | 0.26% | 47 |
|
|
2019
Q1 | $278K | Hold |
1,600
| – | – | 0.22% | 52 |
|
|
2018
Q4 | $255K | Buy |
+1,600
| New | +$255K | 0.29% | 51 |
|