IAM Advisory’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,465
| Closed | -$216K | – | 75 |
|
|
2021
Q3 | $216K | Buy |
+1,465
| New | +$216K | 0.09% | 70 |
|
|
2021
Q2 | – | Sell |
-1,444
| Closed | -$240K | – | 76 |
|
|
2021
Q1 | $240K | Buy |
1,444
+12
| +0.8% | +$1.99K | 0.1% | 62 |
|
|
2020
Q4 | $210K | Buy |
+1,432
| New | +$210K | 0.11% | 60 |
|