Wealth Management Associates’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,678
| Closed | -$279K | – | 199 |
|
|
2021
Q2 | $279K | Sell |
1,678
-155
| -8% | -$25.7K | 0.16% | 151 |
|
|
2021
Q1 | $295K | Buy |
1,833
+17
| +0.9% | +$2.74K | 0.19% | 130 |
|
|
2020
Q4 | $265K | Buy |
1,816
+38
| +2% | +$5.55K | 0.17% | 137 |
|
|
2020
Q3 | $238K | Hold |
1,778
| – | – | 0.18% | 133 |
|
|
2020
Q2 | $232K | Sell |
1,778
-60
| -3% | -$7.83K | 0.2% | 125 |
|
|
2020
Q1 | $210K | Buy |
+1,838
| New | +$210K | 0.21% | 105 |
|