TL Private Wealth’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 |
-3,098
| Closed | -$272K | – | 41 |
|
|
2023
Q1 | $272K | Buy |
3,098
+60
| +2% | +$5.27K | 0.15% | 37 |
|
|
2022
Q4 | $322K | Hold |
3,038
| – | – | 0.19% | 33 |
|
|
2022
Q3 | $275K | Hold |
3,038
| – | – | 0.17% | 33 |
|
|
2022
Q2 | $331K | Sell |
3,038
-359
| -11% | -$39.1K | 0.19% | 31 |
|
|
2022
Q1 | $419K | Hold |
3,397
| – | – | 0.22% | 25 |
|
|
2021
Q4 | $493K | Hold |
3,397
| – | – | 0.28% | 22 |
|
|
2021
Q3 | $517K | Hold |
3,397
| – | – | 0.28% | 23 |
|
|
2021
Q2 | $564K | Hold |
3,397
| – | – | 0.33% | 22 |
|
|
2021
Q1 | $562K | Hold |
3,397
| – | – | 0.34% | 22 |
|
|
2020
Q4 | $483K | Hold |
3,397
| – | – | 0.31% | 23 |
|
|
2020
Q3 | $479K | Hold |
3,397
| – | – | 0.34% | 21 |
|
|
2020
Q2 | $464K | Hold |
3,397
| – | – | 0.37% | 22 |
|
|
2020
Q1 | $419K | Hold |
3,397
| – | – | 0.38% | 21 |
|
|
2019
Q4 | $455K | Buy |
+3,397
| New | +$455K | 0.39% | 21 |
|