Ironwood Financial’s 3M MMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-2,485
| Closed | -$218K | – | 139 |
|
2023
Q1 | $218K | Buy |
2,485
+63
| +3% | +$5.54K | 0.06% | 135 |
|
2022
Q4 | $243K | Buy |
2,422
+2
| +0.1% | +$201 | 0.08% | 125 |
|
2022
Q3 | $224K | Buy |
2,420
+24
| +1% | +$2.22K | 0.07% | 111 |
|
2022
Q2 | $259K | Hold |
2,396
| – | – | 0.08% | 104 |
|
2022
Q1 | $298K | Hold |
2,396
| – | – | 0.08% | 102 |
|
2021
Q4 | $356K | Sell |
2,396
-18
| -0.7% | -$2.67K | 0.1% | 97 |
|
2021
Q3 | $354K | Buy |
2,414
+365
| +18% | +$53.5K | 0.1% | 93 |
|
2021
Q2 | $340K | Buy |
2,049
+18
| +0.9% | +$2.99K | 0.1% | 90 |
|
2021
Q1 | $327K | Hold |
2,031
| – | – | 0.11% | 90 |
|
2020
Q4 | $297K | Buy |
2,031
+1,941
| +2,157% | +$284K | 0.11% | 86 |
|
2020
Q3 | $12K | Hold |
90
| – | – | 0.01% | 252 |
|
2020
Q2 | $12K | Buy |
90
+27
| +43% | +$3.6K | 0.01% | 233 |
|
2020
Q1 | $7K | Hold |
63
| – | – | ﹤0.01% | 243 |
|
2019
Q4 | $9K | Hold |
63
| – | – | ﹤0.01% | 267 |
|
2019
Q3 | $9K | Hold |
63
| – | – | ﹤0.01% | 266 |
|
2019
Q2 | $9K | Hold |
63
| – | – | ﹤0.01% | 270 |
|
2019
Q1 | $11K | Hold |
63
| – | – | 0.01% | 247 |
|
2018
Q4 | $10K | Hold |
63
| – | – | 0.01% | 238 |
|
2018
Q3 | $11K | Hold |
63
| – | – | 0.01% | 242 |
|
2018
Q2 | $10K | Hold |
63
| – | – | 0.01% | 190 |
|
2018
Q1 | $12K | Hold |
63
| – | – | 0.01% | 157 |
|
2017
Q4 | $12K | Hold |
63
| – | – | 0.01% | 164 |
|
2017
Q3 | $11K | Hold |
63
| – | – | 0.01% | 175 |
|
2017
Q2 | $11K | Hold |
63
| – | – | 0.01% | 165 |
|
2017
Q1 | $10K | Hold |
63
| – | – | 0.01% | 171 |
|
2016
Q4 | $9K | Hold |
63
| – | – | 0.01% | 171 |
|
2016
Q3 | $9K | Hold |
63
| – | – | 0.01% | 171 |
|
2016
Q2 | $9K | Hold |
63
| – | – | 0.01% | 173 |
|
2016
Q1 | $9K | Buy |
+63
| New | +$9K | 0.01% | 175 |
|
2015
Q3 | $8K | Hold |
63
| – | – | ﹤0.01% | 224 |
|
2015
Q2 | $8K | Hold |
63
| – | – | ﹤0.01% | 214 |
|
2015
Q1 | $9K | Hold |
63
| – | – | ﹤0.01% | 213 |
|
2014
Q4 | $9K | Buy |
+63
| New | +$9K | 0.01% | 183 |
|