Carson Advisory’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,599
| Closed | -$218K | – | 157 |
|
|
2023
Q2 | $218K | Buy |
2,599
+99
| +4% | +$8.29K | 0.18% | 139 |
|
|
2023
Q1 | $220K | Sell |
2,500
-236
| -9% | -$20.7K | 0.2% | 130 |
|
|
2022
Q4 | $274K | Buy |
2,736
+351
| +15% | +$35.2K | 0.26% | 94 |
|
|
2022
Q3 | $220K | Sell |
2,385
-45
| -2% | -$4.15K | 0.24% | 103 |
|
|
2022
Q2 | $263K | Sell |
2,430
-178
| -7% | -$19.3K | 0.29% | 94 |
|
|
2022
Q1 | $325K | Sell |
2,608
-139
| -5% | -$17.3K | 0.32% | 78 |
|
|
2021
Q4 | $408K | Buy |
+2,747
| New | +$408K | 0.41% | 65 |
|