VWA
V Wealth Advisors’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,220
| Closed | -$287K | – | 393 |
|
|
2022
Q2 | $287K | Sell |
2,220
-273
| -11% | -$35.3K | 0.05% | 317 |
|
|
2022
Q1 | $371K | Buy |
2,493
+148
| +6% | +$22K | 0.06% | 295 |
|
|
2021
Q4 | $416K | Sell |
2,345
-259
| -10% | -$45.9K | 0.06% | 291 |
|
|
2021
Q3 | $456K | Buy |
2,604
+463
| +22% | +$81.1K | 0.07% | 281 |
|
|
2021
Q2 | $425K | Buy |
2,141
+5
| +0.2% | +$993 | 0.07% | 308 |
|
|
2021
Q1 | $412K | Buy |
2,136
+105
| +5% | +$20.3K | 0.08% | 284 |
|
|
2020
Q4 | $355K | Buy |
+2,031
| New | +$355K | 0.07% | 278 |
|
|
2020
Q3 | – | Sell |
-3,309
| Closed | -$516K | – | 268 |
|
|
2020
Q2 | $516K | Buy |
3,309
+835
| +34% | +$130K | 0.13% | 182 |
|
|
2020
Q1 | $337K | Sell |
2,474
-155
| -6% | -$21.1K | 0.11% | 198 |
|
|
2019
Q4 | $433K | Hold |
2,629
| – | – | 0.15% | 156 |
|
|
2019
Q3 | $433K | Buy |
2,629
+66
| +3% | +$10.9K | 0.15% | 157 |
|
|
2019
Q2 | $448K | Buy |
2,563
+143
| +6% | +$25K | 0.17% | 145 |
|
|
2019
Q1 | $518K | Sell |
2,420
-105
| -4% | -$22.5K | 0.21% | 118 |
|
|
2018
Q4 | $482K | Buy |
2,525
+88
| +4% | +$16.8K | 0.25% | 101 |
|
|
2018
Q3 | $513K | Buy |
2,437
+10
| +0.4% | +$2.11K | 0.24% | 108 |
|
|
2018
Q2 | $488K | Buy |
2,427
+314
| +15% | +$63.1K | 0.27% | 98 |
|
|
2018
Q1 | $448K | Sell |
2,113
-58
| -3% | -$12.3K | 0.24% | 111 |
|
|
2017
Q4 | $530K | Buy |
2,171
+30
| +1% | +$7.32K | 0.27% | 98 |
|
|
2017
Q3 | $450K | Buy |
2,141
+5
| +0.2% | +$1.05K | 0.23% | 103 |
|
|
2017
Q2 | $443K | Sell |
2,136
-92
| -4% | -$19.1K | 0.21% | 103 |
|
|
2017
Q1 | $426K | Buy |
2,228
+661
| +42% | +$126K | 0.26% | 106 |
|
|
2016
Q4 | $279K | Buy |
1,567
+114
| +8% | +$20.3K | 0.2% | 137 |
|
|
2016
Q3 | $256K | Sell |
1,453
-289
| -17% | -$50.9K | 0.21% | 138 |
|
|
2016
Q2 | $306K | Buy |
1,742
+115
| +7% | +$20.2K | 0.25% | 116 |
|
|
2016
Q1 | $273K | Buy |
+1,627
| New | +$273K | 0.22% | 106 |
|