Aveo Capital Partners’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,394
| Closed | -$219K | – | 379 |
|
|
2023
Q4 | $219K | Buy |
+2,394
| New | +$219K | 0.03% | 312 |
|
|
2022
Q1 | – | Sell |
-2,040
| Closed | -$303K | – | 286 |
|
|
2021
Q4 | $303K | Buy |
2,040
+106
| +5% | +$15.7K | 0.05% | 222 |
|
|
2021
Q3 | $284K | Buy |
1,934
+25
| +1% | +$3.67K | 0.06% | 211 |
|
|
2021
Q2 | $317K | Sell |
1,909
-166
| -8% | -$27.6K | 0.07% | 206 |
|
|
2021
Q1 | $334K | Buy |
+2,075
| New | +$334K | 0.08% | 178 |
|
|
2018
Q2 | – | Sell |
-1,121
| Closed | -$206K | – | 151 |
|
|
2018
Q1 | $206K | Buy |
1,121
+14
| +1% | +$2.57K | 0.09% | 132 |
|
|
2017
Q4 | $218K | Buy |
+1,107
| New | +$218K | 0.07% | 131 |
|
|
2017
Q3 | – | Sell |
-1,381
| Closed | -$240K | – | 143 |
|
|
2017
Q2 | $240K | Hold |
1,381
| – | – | 0.08% | 102 |
|
|
2017
Q1 | $221K | Sell |
1,381
-647
| -32% | -$104K | 0.08% | 109 |
|
|
2016
Q4 | $303K | Buy |
+2,028
| New | +$303K | 0.09% | 148 |
|