ECA
Elevated Capital Advisors’s 3M MMM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-17,938
| Closed | -$1.8M | – | 177 |
|
2023
Q2 | $1.8M | Buy |
17,938
+1,319
| +8% | +$132K | 0.6% | 52 |
|
2023
Q1 | $1.75M | Buy |
16,619
+1,179
| +8% | +$124K | 0.63% | 52 |
|
2022
Q4 | $1.85M | Buy |
15,440
+1,376
| +10% | +$165K | 0.71% | 45 |
|
2022
Q3 | $1.55M | Buy |
+14,064
| New | +$1.55M | 0.61% | 50 |
|
2022
Q1 | $1.43M | Buy |
+9,620
| New | +$1.43M | 0.47% | 67 |
|
2021
Q3 | $1.28M | Buy |
+7,276
| New | +$1.28M | 0.44% | 68 |
|
2021
Q1 | $1.27M | Sell |
6,419
-459
| -7% | -$91K | 0.49% | 66 |
|
2020
Q4 | $1.2M | Sell |
6,878
-159
| -2% | -$27.8K | 0.52% | 55 |
|
2020
Q3 | $1.19M | Sell |
7,037
-202
| -3% | -$34.2K | 0.56% | 52 |
|
2020
Q2 | $1.23M | Buy |
+7,239
| New | +$1.23M | 0.58% | 54 |
|