XWM
Xcel Wealth Management’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,509
| Closed | -$623K | – | 141 |
|
|
2021
Q4 | $623K | Buy |
3,509
+1
| +0% | +$178 | 0.16% | 92 |
|
|
2021
Q3 | $615K | Hold |
3,508
| – | – | 0.18% | 88 |
|
|
2021
Q2 | $697K | Buy |
3,508
+180
| +5% | +$35.8K | 0.21% | 82 |
|
|
2021
Q1 | $641K | Buy |
+3,328
| New | +$641K | 0.23% | 77 |
|