Alan B. Lancz & Associates’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 |
-2,109
| Closed | -$185K | – | 162 |
|
|
2023
Q1 | $185K | Hold |
2,109
| – | – | 0.19% | 127 |
|
|
2022
Q4 | $228K | Sell |
2,109
-6,679
| -76% | -$723K | 0.23% | 117 |
|
|
2022
Q3 | $812K | Hold |
8,788
| – | – | 0.96% | 23 |
|
|
2022
Q2 | $1.05M | Sell |
8,788
-445
| -5% | -$53.3K | 1.04% | 22 |
|
|
2022
Q1 | $1.15M | Buy |
9,233
+3,109
| +51% | +$387K | 1.02% | 22 |
|
|
2021
Q4 | $909K | Buy |
+6,124
| New | +$909K | 0.79% | 29 |
|