Diversified Portfolios Inc’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,071
| Closed | -$258K | – | 140 |
|
|
2022
Q1 | $258K | Buy |
2,071
+2
| +0.1% | +$249 | 0.06% | 116 |
|
|
2021
Q4 | $307K | Buy |
2,069
+1
| +0% | +$148 | 0.07% | 110 |
|
|
2021
Q3 | $303K | Buy |
2,068
+79
| +4% | +$11.6K | 0.08% | 99 |
|
|
2021
Q2 | $330K | Buy |
1,989
+242
| +14% | +$40.2K | 0.12% | 83 |
|
|
2021
Q1 | $282K | Sell |
1,747
-60
| -3% | -$9.69K | 0.09% | 85 |
|
|
2020
Q4 | $264K | Buy |
+1,807
| New | +$264K | 0.09% | 81 |
|
|
2019
Q2 | – | Sell |
-1,445
| Closed | -$251K | – | 55 |
|
|
2019
Q1 | $251K | Sell |
1,445
-60
| -4% | -$10.4K | 0.14% | 48 |
|
|
2018
Q4 | $240K | Hold |
1,505
| – | – | 0.15% | 44 |
|
|
2018
Q3 | $265K | Hold |
1,505
| – | – | 0.15% | 43 |
|
|
2018
Q2 | $247K | Hold |
1,505
| – | – | 0.14% | 41 |
|
|
2018
Q1 | $276K | Sell |
1,505
-179
| -11% | -$32.8K | 0.16% | 40 |
|
|
2017
Q4 | $331K | Hold |
1,684
| – | – | 0.18% | 38 |
|
|
2017
Q3 | $296K | Buy |
1,684
+359
| +27% | +$63.1K | 0.17% | 43 |
|
|
2017
Q2 | $231K | Sell |
1,325
-60
| -4% | -$10.5K | 0.14% | 43 |
|
|
2017
Q1 | $222K | Buy |
+1,385
| New | +$222K | 0.13% | 46 |
|