Wealth Advisory Solutions’s 3M MMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-7,072
| Closed | -$765K | – | 149 |
|
2022
Q2 | $765K | Buy |
7,072
+641
| +10% | +$69.3K | 0.19% | 84 |
|
2022
Q1 | $801K | Buy |
+6,431
| New | +$801K | 0.17% | 90 |
|
2021
Q3 | $691K | Buy |
+4,713
| New | +$691K | 0.15% | 98 |
|
2021
Q2 | – | Sell |
-4,356
| Closed | -$702K | – | 186 |
|
2021
Q1 | $702K | Buy |
+4,356
| New | +$702K | 0.52% | 40 |
|