WestHill 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
Q1 | – | Sell |
-1,917
| Closed | -$285K | – | 127 |
|
|
2021
Q4 | $285K | Buy |
1,917
+241
| +14% | +$35.8K | 0.08% | 54 |
|
|
2021
Q3 | $246K | Buy |
+1,676
| New | +$246K | 0.08% | 54 |
|
|
2021
Q1 | $255K | Buy |
1,580
+1
| +0.1% | +$161 | 0.09% | 45 |
|
|
2020
Q4 | $231K | Buy |
+1,579
| New | +$231K | 0.09% | 46 |
|