Summit Wealth & Retirement Planning’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-14,352
| Closed | -$2.1M | – | 114 |
|
|
2020
Q4 | $2.1M | Hold |
14,352
| – | – | 0.8% | 29 |
|
|
2020
Q3 | $1.92M | Sell |
14,352
-499
| -3% | -$66.8K | 0.83% | 30 |
|
|
2020
Q2 | $1.94M | Sell |
14,851
-123
| -0.8% | -$16K | 0.91% | 30 |
|
|
2020
Q1 | $1.71M | Sell |
14,974
-311
| -2% | -$35.5K | 0.91% | 30 |
|
|
2019
Q4 | $2.26M | Sell |
15,285
-311
| -2% | -$45.9K | 1% | 21 |
|
|
2019
Q3 | $2.14M | Hold |
15,596
| – | – | 1.3% | 16 |
|
|
2019
Q2 | $2.26M | Hold |
15,596
| – | – | 1.32% | 16 |
|
|
2019
Q1 | $2.71M | Sell |
15,596
-191
| -1% | -$33.2K | 1.61% | 11 |
|
|
2018
Q4 | $2.52M | Buy |
+15,787
| New | +$2.52M | 1.91% | 10 |
|