HC Financial Advisors’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.08M | Sell |
9,983
-588
| -6% | -$63.6K | 0.72% | 49 |
|
|
2022
Q1 | $1.32M | Sell |
10,571
-1,580
| -13% | -$197K | 0.78% | 46 |
|
|
2021
Q4 | $1.81M | Sell |
12,151
-261
| -2% | -$38.8K | 1% | 40 |
|
|
2021
Q3 | $1.82M | Buy |
12,412
+19
| +0.2% | +$2.79K | 1.09% | 34 |
|
|
2021
Q2 | $2.06M | Sell |
12,393
-30
| -0.2% | -$4.98K | 1.2% | 29 |
|
|
2021
Q1 | $2M | Buy |
12,423
+330
| +3% | +$53.2K | 1.22% | 28 |
|
|
2020
Q4 | $1.77M | Sell |
12,093
-472
| -4% | -$69K | 1.13% | 34 |
|
|
2020
Q3 | $1.68M | Sell |
12,565
-108
| -0.9% | -$14.5K | 1.21% | 30 |
|
|
2020
Q2 | $1.65M | Sell |
12,673
-219
| -2% | -$28.6K | 1.29% | 29 |
|
|
2020
Q1 | $1.47M | Buy |
12,892
+1,727
| +15% | +$197K | 1.31% | 29 |
|
|
2019
Q4 | $1.65M | Sell |
11,165
-895
| -7% | -$132K | 1.29% | 30 |
|
|
2019
Q3 | $1.66M | Buy |
+12,060
| New | +$1.66M | 1.42% | 30 |
|
|
2018
Q4 | – | Sell |
-11,388
| Closed | -$2.01M | – | 45 |
|
|
2018
Q3 | $2.01M | Buy |
11,388
+3,763
| +49% | +$663K | 1.77% | 22 |
|
|
2018
Q2 | $1.25M | Buy |
7,625
+822
| +12% | +$135K | 1.22% | 36 |
|
|
2018
Q1 | $1.25M | Sell |
6,803
-275
| -4% | -$50.5K | 1.23% | 37 |
|
|
2017
Q4 | $1.39M | Buy |
+7,078
| New | +$1.39M | 1.35% | 32 |
|