CIAS
CFS Investment Advisory Services’s 3M MMM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,828
| Closed | -$383K | – | 216 |
|
|
2023
Q2 | $383K | Sell |
3,828
-364
| -9% | -$36.4K | 0.05% | 186 |
|
|
2023
Q1 | $441K | Sell |
4,192
-1,685
| -29% | -$177K | 0.08% | 97 |
|
|
2022
Q4 | $705K | Sell |
5,877
-691,445
| -99% | -$82.9M | 0.16% | 74 |
|
|
2022
Q3 | $697K | Buy |
697,322
+690,724
| +10,469% | +$690K | 0.16% | 75 |
|
|
2022
Q2 | $854K | Sell |
6,598
-1,317,541
| -100% | -$171M | 0.13% | 135 |
|
|
2022
Q1 | $9K | Buy |
1,324,139
+1,316,253
| +16,691% | +$8.95K | 0.04% | 162 |
|
|
2021
Q4 | $1.31M | Sell |
7,886
-1,727
| -18% | -$287K | 0.18% | 119 |
|
|
2021
Q3 | $1.69M | Buy |
+9,613
| New | +$1.69M | 0.23% | 106 |
|
|
2020
Q4 | $1.7M | Buy |
+9,703
| New | +$1.7M | 0.27% | 100 |
|