Angeles Investment 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 |
-4,066
| Closed | -$604K | – | 178 |
|
2021
Q4 | $604K | Buy |
4,066
+699
| +21% | +$104K | 0.03% | 108 |
|
2021
Q3 | $494K | Buy |
3,367
+1,334
| +66% | +$196K | 0.03% | 107 |
|
2021
Q2 | $338K | Buy |
2,033
+299
| +17% | +$49.7K | 0.02% | 102 |
|
2021
Q1 | $279K | Sell |
1,734
-299
| -15% | -$48.1K | 0.02% | 94 |
|
2020
Q4 | $297K | Hold |
2,033
| – | – | 0.03% | 91 |
|
2020
Q3 | $272K | Hold |
2,033
| – | – | 0.03% | 87 |
|
2020
Q2 | $265K | Sell |
2,033
-983
| -33% | -$128K | 0.04% | 86 |
|
2020
Q1 | $394K | Buy |
3,016
+942
| +45% | +$123K | 0.11% | 62 |
|
2019
Q4 | $306K | Buy |
+2,074
| New | +$306K | 0.06% | 64 |
|