TLFA
True Link Financial Advisors’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-223
| Closed | -$40K | – | 218 |
|
|
2021
Q4 | $40K | Sell |
223
-41
| -16% | -$7.35K | 0.01% | 492 |
|
|
2021
Q3 | $46K | Hold |
264
| – | – | 0.01% | 485 |
|
|
2021
Q2 | $52K | Sell |
264
-2,609
| -91% | -$514K | 0.01% | 425 |
|
|
2021
Q1 | $554K | Hold |
2,873
| – | – | 0.08% | 96 |
|
|
2020
Q4 | $502K | Buy |
+2,873
| New | +$502K | 0.08% | 99 |
|