Wela Strategies’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 |
-1,868
| Closed | -$310K | – | 45 |
|
|
2021
Q2 | $310K | Buy |
1,868
+48
| +3% | +$7.97K | 0.13% | 34 |
|
|
2021
Q1 | $293K | Buy |
1,820
+216
| +13% | +$34.8K | 0.16% | 33 |
|
|
2020
Q4 | $234K | Sell |
1,604
-92
| -5% | -$13.4K | 0.13% | 38 |
|
|
2020
Q3 | $227K | Buy |
+1,696
| New | +$227K | 0.14% | 37 |
|