CAAS
Capital Asset Advisory Services’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,435
| Closed | -$315K | – | 540 |
|
|
2022
Q2 | $315K | Buy |
+2,435
| New | +$315K | 0.03% | 304 |
|
|
2022
Q1 | – | Sell |
-1,160
| Closed | -$206K | – | 606 |
|
|
2021
Q4 | $206K | Sell |
1,160
-860
| -43% | -$153K | 0.02% | 388 |
|
|
2021
Q3 | $354K | Sell |
2,020
-3,143
| -61% | -$551K | 0.04% | 311 |
|
|
2021
Q2 | $1.03M | Sell |
5,163
-20
| -0.4% | -$3.97K | 0.11% | 129 |
|
|
2021
Q1 | $999K | Sell |
5,183
-8,512
| -62% | -$1.64M | 0.15% | 125 |
|
|
2020
Q4 | $2.39M | Sell |
13,695
-152
| -1% | -$26.6K | 0.43% | 34 |
|
|
2020
Q3 | $2.22M | Sell |
13,847
-565
| -4% | -$90.5K | 0.46% | 34 |
|
|
2020
Q2 | $2.36M | Buy |
14,412
+956
| +7% | +$156K | 0.51% | 34 |
|
|
2020
Q1 | $1.83M | Sell |
13,456
-658
| -5% | -$89.6K | 0.49% | 40 |
|
|
2019
Q4 | $2.29M | Buy |
+14,114
| New | +$2.29M | 0.54% | 35 |
|