Wealthstreet Investment Advisors’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $2K | Hold |
16
| – | – | 0.05% | 71 |
|
|
2021
Q4 | $2K | Hold |
16
| – | – | 0.05% | 71 |
|
|
2021
Q3 | $2K | Sell |
16
-1,196
| -99% | -$150K | 0.06% | 70 |
|
|
2021
Q2 | $202K | Sell |
1,212
-2,716
| -69% | -$453K | 1.05% | 31 |
|
|
2021
Q1 | $634K | Buy |
3,928
+318
| +9% | +$51.3K | 0.06% | 224 |
|
|
2020
Q4 | $527K | Sell |
3,610
-657
| -15% | -$95.9K | 0.05% | 237 |
|
|
2020
Q3 | $571K | Sell |
4,267
-120
| -3% | -$16.1K | 0.06% | 205 |
|
|
2020
Q2 | $572K | Hold |
4,387
| – | – | 0.07% | 195 |
|
|
2020
Q1 | $500K | Sell |
4,387
-177
| -4% | -$20.2K | 0.07% | 189 |
|
|
2019
Q4 | $674K | Sell |
4,564
-654
| -13% | -$96.6K | 0.08% | 203 |
|
|
2019
Q3 | $737K | Sell |
5,218
-1,507
| -22% | -$213K | 0.09% | 172 |
|
|
2019
Q2 | $975K | Buy |
6,725
+3,570
| +113% | +$518K | 0.13% | 150 |
|
|
2019
Q1 | $548K | Buy |
3,155
+1,196
| +61% | +$208K | 0.07% | 208 |
|
|
2018
Q4 | $316K | Sell |
1,959
-7,314
| -79% | -$1.18M | 0.04% | 265 |
|
|
2018
Q3 | $1.63M | Hold |
9,273
| – | – | 0.2% | 111 |
|
|
2018
Q2 | $1.53M | Hold |
9,273
| – | – | 0.2% | 115 |
|
|
2018
Q1 | $1.7M | Buy |
9,273
+259
| +3% | +$47.5K | 0.21% | 111 |
|
|
2017
Q4 | $1.77M | Buy |
+9,014
| New | +$1.77M | 0.21% | 108 |
|