YWP
YorkBridge Wealth Partners’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.16M | Sell |
9,634
-125
| -1% | -$15K | 0.29% | 80 |
|
|
2022
Q3 | $1.08M | Sell |
9,759
-398
| -4% | -$44K | 0.28% | 76 |
|
|
2022
Q2 | $1.31M | Sell |
10,157
-35
| -0.3% | -$4.53K | 0.34% | 67 |
|
|
2022
Q1 | $1.52M | Buy |
10,192
+5
| +0% | +$744 | 0.33% | 65 |
|
|
2021
Q4 | $1.81M | Sell |
10,187
-101
| -1% | -$17.9K | 0.41% | 60 |
|
|
2021
Q3 | $1.81M | Sell |
10,288
-36
| -0.3% | -$6.32K | 0.45% | 60 |
|
|
2021
Q2 | $2.05M | Buy |
10,324
+3
| +0% | +$596 | 0.54% | 52 |
|
|
2021
Q1 | $1.99M | Sell |
10,321
-1,197
| -10% | -$231K | 0.59% | 50 |
|
|
2020
Q4 | $2.01M | Sell |
11,518
-147
| -1% | -$25.7K | 0.67% | 43 |
|
|
2020
Q3 | $1.87M | Sell |
11,665
-515
| -4% | -$82.5K | 0.78% | 37 |
|
|
2020
Q2 | $1.9M | Sell |
12,180
-84
| -0.7% | -$13.1K | 0.87% | 32 |
|
|
2020
Q1 | $1.67M | Sell |
12,264
-1,117
| -8% | -$152K | 1.03% | 27 |
|
|
2019
Q4 | $2.36M | Sell |
13,381
-81
| -0.6% | -$14.3K | 1.08% | 23 |
|
|
2019
Q3 | $2.21M | Sell |
13,462
-2,499
| -16% | -$411K | 1.12% | 21 |
|
|
2019
Q2 | $2.77M | Sell |
15,961
-478
| -3% | -$82.9K | 1.23% | 13 |
|
|
2019
Q1 | $3.42M | Buy |
16,439
+11
| +0.1% | +$2.29K | 1.57% | 10 |
|
|
2018
Q4 | $3.13M | Sell |
16,428
-20
| -0.1% | -$3.81K | 1.66% | 10 |
|
|
2018
Q3 | $3.49M | Sell |
16,448
-451
| -3% | -$95.7K | 1.6% | 10 |
|
|
2018
Q2 | $3.32M | Buy |
16,899
+171
| +1% | +$33.6K | 1.46% | 14 |
|
|
2018
Q1 | $3.62M | Buy |
16,728
+69
| +0.4% | +$14.9K | 1.67% | 7 |
|
|
2017
Q4 | $3.86M | Buy |
16,659
+2,298
| +16% | +$532K | 1.86% | 6 |
|
|
2017
Q3 | $3.01M | Sell |
14,361
-794
| -5% | -$167K | 1.56% | 11 |
|
|
2017
Q2 | $3.18M | Sell |
15,155
-61
| -0.4% | -$12.8K | 1.69% | 6 |
|
|
2017
Q1 | $2.99M | Buy |
15,216
+660
| +5% | +$130K | 1.56% | 11 |
|
|
2016
Q4 | $2.53M | Buy |
+14,556
| New | +$2.53M | 1.49% | 11 |
|