WESPAC Advisors SoCal’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-45,188
| Closed | -$6.72M | – | 83 |
|
|
2021
Q3 | $6.72M | Buy |
45,188
+2,142
| +5% | +$319K | 2.2% | 22 |
|
|
2021
Q2 | $7.15M | Buy |
43,046
+4,892
| +13% | +$812K | 2.37% | 22 |
|
|
2021
Q1 | $6.15M | Buy |
+38,154
| New | +$6.15M | 2.41% | 19 |
|
|
2016
Q4 | – | Sell |
-102
| Closed | -$15K | – | 275 |
|
|
2016
Q3 | $15K | Hold |
102
| – | – | 0.01% | 167 |
|
|
2016
Q2 | $14.9K | Buy |
+102
| New | +$14.9K | 0.01% | 175 |
|