Summit Wealth Group’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-99,815
| Closed | -$1K | – | 189 |
|
|
2023
Q1 | $1K | Buy |
+99,815
| New | +$1K | 0.02% | 128 |
|
|
2021
Q4 | – | Sell |
-1,609
| Closed | -$236K | – | 42 |
|
|
2021
Q3 | $236K | Buy |
1,609
+1,565
| +3,557% | +$230K | 0.37% | 39 |
|
|
2021
Q2 | $7K | Hold |
44
| – | – | 0.01% | 114 |
|
|
2021
Q1 | $7K | Buy |
+44
| New | +$7K | 0.01% | 109 |
|