TriaGen Wealth Management’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,799
| Closed | -$224K | – | 178 |
|
|
2022
Q1 | $224K | Hold |
1,799
| – | – | 0.12% | 157 |
|
|
2021
Q4 | $267K | Hold |
1,799
| – | – | 0.13% | 154 |
|
|
2021
Q3 | $264K | Hold |
1,799
| – | – | 0.14% | 157 |
|
|
2021
Q2 | $298K | Sell |
1,799
-119
| -6% | -$19.7K | 0.15% | 150 |
|
|
2021
Q1 | $309K | Sell |
1,918
-735
| -28% | -$118K | 0.18% | 127 |
|
|
2020
Q4 | $388K | Buy |
+2,653
| New | +$388K | 0.23% | 115 |
|