Ten Capital Wealth Advisors’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 |
-761
| Closed | -$66.9K | – | 414 |
|
|
2023
Q1 | $66.9K | Buy |
761
+21
| +3% | +$1.85K | 0.02% | 200 |
|
|
2022
Q4 | $74.2K | Sell |
740
-275
| -27% | -$27.6K | 0.03% | 151 |
|
|
2022
Q3 | $94K | Buy |
1,015
+262
| +35% | +$24.3K | 0.04% | 123 |
|
|
2022
Q2 | $82K | Hold |
753
| – | – | 0.04% | 125 |
|
|
2022
Q1 | $94K | Hold |
753
| – | – | 0.04% | 116 |
|
|
2021
Q4 | $112K | Sell |
753
-120
| -14% | -$17.8K | 0.05% | 90 |
|
|
2021
Q3 | $128K | Buy |
873
+322
| +58% | +$47.2K | 0.06% | 90 |
|
|
2021
Q2 | $92K | Hold |
551
| – | – | 0.02% | 152 |
|
|
2021
Q1 | $88K | Hold |
551
| – | – | 0.02% | 148 |
|
|
2020
Q4 | $81K | Buy |
+551
| New | +$81K | 0.02% | 144 |
|