GYL Financial Synergies’s 3M MMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $377K | Buy |
+2,761
| New | +$377K | 0.03% | 266 |
|
2024
Q2 | – | Sell |
-2,575
| Closed | -$228K | – | 377 |
|
2024
Q1 | $228K | Sell |
2,575
-16,474
| -86% | -$1.46M | 0.02% | 340 |
|
2023
Q4 | $1.74M | Buy |
19,049
+2,189
| +13% | +$200K | 0.14% | 134 |
|
2023
Q3 | $1.32M | Buy |
16,860
+476
| +3% | +$37.3K | 0.13% | 148 |
|
2023
Q2 | $1.37M | Buy |
16,384
+776
| +5% | +$64.9K | 0.12% | 148 |
|
2023
Q1 | $1.37M | Buy |
+15,608
| New | +$1.37M | 0.16% | 100 |
|
2022
Q4 | – | Sell |
-2,741
| Closed | -$253K | – | 220 |
|
2022
Q3 | $253K | Sell |
2,741
-157
| -5% | -$14.5K | 0.07% | 170 |
|
2022
Q2 | $314K | Buy |
+2,898
| New | +$314K | 0.09% | 147 |
|
2022
Q1 | – | Sell |
-1,406
| Closed | -$209K | – | 215 |
|
2021
Q4 | $209K | Buy |
+1,406
| New | +$209K | 0.06% | 200 |
|