TFO Wealth Partners’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7
| Closed | -$636 | – | 488 |
|
|
2024
Q1 | $636 | Hold |
7
| – | – | ﹤0.01% | 220 |
|
|
2023
Q4 | $656 | Hold |
7
| – | – | ﹤0.01% | 272 |
|
|
2023
Q3 | $601 | Hold |
7
| – | – | ﹤0.01% | 407 |
|
|
2023
Q2 | $601 | Hold |
7
| – | – | ﹤0.01% | 258 |
|
|
2023
Q1 | $631 | Buy |
7
+5
| +250% | +$451 | ﹤0.01% | 214 |
|
|
2022
Q4 | $151 | Buy |
+2
| New | +$151 | ﹤0.01% | 681 |
|
|
2022
Q3 | – | Sell |
-11
| Closed | -$1K | – | 351 |
|
|
2022
Q2 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 437 |
|
|
2020
Q2 | – | Sell |
-87
| Closed | -$9K | – | 148 |
|
|
2020
Q1 | $9K | Buy |
+87
| New | +$9K | ﹤0.01% | 95 |
|