ERn Financial LLC’s 3M MMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-2,192
| Closed | -$220K | – | 177 |
|
2022
Q4 | $220K | Buy |
+2,192
| New | +$220K | 0.05% | 166 |
|
2022
Q1 | – | Sell |
-1,537
| Closed | -$228K | – | 181 |
|
2021
Q4 | $228K | Buy |
1,537
+107
| +7% | +$15.9K | 0.05% | 147 |
|
2021
Q3 | $210K | Hold |
1,430
| – | – | 0.05% | 134 |
|
2021
Q2 | $238K | Buy |
1,430
+29
| +2% | +$4.83K | 0.08% | 96 |
|
2021
Q1 | $226K | Sell |
1,401
-61
| -4% | -$9.84K | 0.09% | 88 |
|
2020
Q4 | $214K | Buy |
+1,462
| New | +$214K | 0.09% | 82 |
|