Strategic Wealth Management Group’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $623K | Sell |
3,752
-14
| -0.4% | -$2.33K | 0.23% | 58 |
|
|
2021
Q1 | $607K | Sell |
3,766
-724
| -16% | -$117K | 0.23% | 59 |
|
|
2020
Q4 | $656K | Buy |
4,490
+617
| +16% | +$90.1K | 0.28% | 49 |
|
|
2020
Q3 | $519K | Buy |
3,873
+83
| +2% | +$11.1K | 0.25% | 53 |
|
|
2020
Q2 | $494K | Buy |
3,790
+328
| +9% | +$42.8K | 0.29% | 48 |
|
|
2020
Q1 | $395K | Sell |
3,462
-173
| -5% | -$19.7K | 0.29% | 45 |
|
|
2019
Q4 | $536K | Buy |
3,635
+198
| +6% | +$29.2K | 0.35% | 38 |
|
|
2019
Q3 | $472K | Sell |
3,437
-101
| -3% | -$13.9K | 0.34% | 41 |
|
|
2019
Q2 | $513K | Sell |
3,538
-107
| -3% | -$15.5K | 0.39% | 38 |
|
|
2019
Q1 | $633K | Buy |
3,645
+1
| +0% | +$174 | 0.52% | 34 |
|
|
2018
Q4 | $581K | Buy |
+3,644
| New | +$581K | 0.56% | 33 |
|