Wealth Effects’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,158
| Closed | -$216K | – | 204 |
|
|
2022
Q4 | $216K | Buy |
+2,158
| New | +$216K | 0.12% | 163 |
|
|
2022
Q3 | – | Sell |
-1,945
| Closed | -$210K | – | 191 |
|
|
2022
Q2 | $210K | Buy |
1,945
+3
| +0.2% | +$324 | 0.13% | 160 |
|
|
2022
Q1 | $242K | Buy |
1,942
+3
| +0.2% | +$374 | 0.11% | 164 |
|
|
2021
Q4 | $288K | Buy |
+1,939
| New | +$288K | 0.12% | 155 |
|