Econ Financial Services’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-11,799
| Closed | -$1.21M | – | 91 |
|
|
2024
Q2 | $1.21M | Buy |
+11,799
| New | +$1.21M | 0.75% | 47 |
|
|
2024
Q1 | – | Sell |
-28,369
| Closed | -$2.59M | – | 94 |
|
|
2023
Q4 | $2.59M | Buy |
28,369
+3,607
| +15% | +$330K | 1.82% | 18 |
|
|
2023
Q3 | $1.94M | Sell |
24,762
-15,926
| -39% | -$1.25M | 1.41% | 21 |
|
|
2023
Q2 | $3.41M | Buy |
40,688
+10,671
| +36% | +$893K | 2.41% | 7 |
|
|
2023
Q1 | $2.64M | Sell |
30,017
-89
| -0.3% | -$7.82K | 2% | 10 |
|
|
2022
Q4 | $3.02M | Buy |
30,106
+584
| +2% | +$58.6K | 3.06% | 9 |
|
|
2022
Q3 | $2.73M | Buy |
29,522
+11,838
| +67% | +$1.09M | 2.25% | 14 |
|
|
2022
Q2 | $1.91M | Sell |
17,684
-228
| -1% | -$24.7K | 1.54% | 29 |
|
|
2022
Q1 | $2.23M | Buy |
17,912
+14,106
| +371% | +$1.76M | 1.65% | 26 |
|
|
2021
Q4 | $565K | Buy |
+3,806
| New | +$565K | 0.42% | 58 |
|