Carmel Capital Partners’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 |
-2,479
| Closed | -$218K | – | 459 |
|
2023
Q1 | $218K | Buy |
2,479
+240
| +11% | +$21.1K | 0.13% | 123 |
|
2022
Q4 | $224K | Buy |
+2,239
| New | +$224K | 0.16% | 117 |
|
2022
Q2 | – | Sell |
-1,691
| Closed | -$211K | – | 123 |
|
2022
Q1 | $211K | Buy |
1,691
+186
| +12% | +$23.2K | 0.18% | 113 |
|
2021
Q4 | $223K | Buy |
+1,505
| New | +$223K | 0.17% | 107 |
|