Westshore Wealth’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,853
| Closed | -$427K | – | 116 |
|
|
2023
Q1 | $427K | Buy |
4,853
+972
| +25% | +$85.4K | 0.22% | 48 |
|
|
2022
Q4 | $389K | Sell |
3,881
-736
| -16% | -$73.8K | 0.22% | 54 |
|
|
2022
Q3 | $427K | Sell |
4,617
-357
| -7% | -$33K | 0.29% | 34 |
|
|
2022
Q2 | $538K | Buy |
4,974
+122
| +3% | +$13.2K | 0.35% | 32 |
|
|
2022
Q1 | $604K | Buy |
4,852
+57
| +1% | +$7.1K | 0.41% | 30 |
|
|
2021
Q4 | $712K | Buy |
4,795
+213
| +5% | +$31.6K | 0.49% | 26 |
|
|
2021
Q3 | $672K | Sell |
4,582
-881
| -16% | -$129K | 0.54% | 26 |
|
|
2021
Q2 | $907K | Buy |
5,463
+419
| +8% | +$69.6K | 0.47% | 38 |
|
|
2021
Q1 | $813K | Buy |
+5,044
| New | +$813K | 0.46% | 35 |
|
|
2019
Q4 | $626K | Buy |
+4,242
| New | +$626K | 0.69% | 23 |
|