TrinityPoint Wealth’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.99M | Buy |
15,411
+337
| +2% | +$43.5K | 0.28% | 84 |
|
|
2024
Q3 | $2.06M | Buy |
15,074
+317
| +2% | +$43.3K | 0.3% | 82 |
|
|
2024
Q2 | $1.51M | Sell |
14,757
-2,824
| -16% | -$289K | 0.24% | 103 |
|
|
2024
Q1 | $1.56M | Buy |
+17,581
| New | +$1.56M | 0.26% | 96 |
|
|
2023
Q2 | – | Sell |
-2,907
| Closed | -$256K | – | 284 |
|
|
2023
Q1 | $256K | Sell |
2,907
-126
| -4% | -$11.1K | 0.05% | 230 |
|
|
2022
Q4 | $304K | Buy |
3,033
+30
| +1% | +$3.01K | 0.07% | 215 |
|
|
2022
Q3 | $277K | Buy |
+3,003
| New | +$277K | 0.06% | 218 |
|
|
2019
Q2 | – | Sell |
-2,013
| Closed | -$350K | – | 181 |
|
|
2019
Q1 | $350K | Buy |
2,013
+166
| +9% | +$28.9K | 0.17% | 114 |
|
|
2018
Q4 | $294K | Buy |
+1,847
| New | +$294K | 0.18% | 121 |
|