Wellspring Financial Advisors’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,525
| Closed | -$190K | – | 126 |
|
|
2022
Q1 | $190K | Sell |
1,525
-15
| -1% | -$1.87K | 0.06% | 94 |
|
|
2021
Q4 | $229K | Hold |
1,540
| – | – | 0.06% | 89 |
|
|
2021
Q3 | $226K | Hold |
1,540
| – | – | 0.07% | 90 |
|
|
2021
Q2 | $256K | Buy |
+1,540
| New | +$256K | 0.08% | 80 |
|
|
2021
Q1 | – | Sell |
-1,540
| Closed | -$225K | – | 104 |
|
|
2020
Q4 | $225K | Buy |
+1,540
| New | +$225K | 0.08% | 82 |
|