Disciplined Investments’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 |
-331
| Closed | -$27.7K | – | 983 |
|
|
2023
Q2 | $27.7K | Buy |
331
+269
| +434% | +$22.5K | 0.01% | 255 |
|
|
2023
Q1 | $5.47K | Sell |
62
-10
| -14% | -$882 | ﹤0.01% | 422 |
|
|
2022
Q4 | $7.2K | Sell |
72
-9
| -11% | -$899 | ﹤0.01% | 352 |
|
|
2022
Q3 | $8K | Sell |
81
-211
| -72% | -$20.8K | ﹤0.01% | 378 |
|
|
2022
Q2 | $32K | Sell |
292
-239
| -45% | -$26.2K | 0.01% | 265 |
|
|
2022
Q1 | $66K | Buy |
531
+426
| +406% | +$52.9K | 0.03% | 197 |
|
|
2021
Q4 | $16K | Hold |
105
| – | – | 0.01% | 325 |
|
|
2021
Q3 | $15K | Hold |
105
| – | – | 0.01% | 283 |
|
|
2021
Q2 | $17K | Buy |
105
+97
| +1,213% | +$15.7K | 0.01% | 277 |
|
|
2021
Q1 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 367 |
|
|
2020
Q4 | – | Sell |
-80
| Closed | -$11K | – | 374 |
|
|
2020
Q3 | $11K | Sell |
80
-9
| -10% | -$1.24K | 0.01% | 250 |
|
|
2020
Q2 | $12K | Hold |
89
| – | – | 0.01% | 259 |
|
|
2020
Q1 | $10K | Buy |
89
+9
| +11% | +$1.01K | 0.01% | 273 |
|
|
2019
Q4 | $12K | Buy |
+80
| New | +$12K | 0.01% | 279 |
|