Kelly Financial Services’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-322
| Closed | -$32.9K | – | 506 |
|
|
2024
Q2 | $32.9K | Sell |
322
-189
| -37% | -$19.3K | 0.01% | 276 |
|
|
2024
Q1 | $45.3K | Buy |
511
+120
| +31% | +$10.6K | 0.02% | 231 |
|
|
2023
Q4 | $35.7K | Buy |
391
+1
| +0.3% | +$91 | 0.01% | 240 |
|
|
2023
Q3 | $30.6K | Hold |
390
| – | – | 0.01% | 235 |
|
|
2023
Q2 | $32.6K | Sell |
390
-70
| -15% | -$5.86K | 0.02% | 236 |
|
|
2023
Q1 | $40.5K | Sell |
460
-11
| -2% | -$969 | 0.02% | 202 |
|
|
2022
Q4 | $47.2K | Hold |
471
| – | – | 0.02% | 181 |
|
|
2022
Q3 | $43.5K | Hold |
471
| – | – | 0.03% | 167 |
|
|
2022
Q2 | $50.9K | Hold |
471
| – | – | 0.03% | 161 |
|
|
2022
Q1 | $58.6K | Hold |
471
| – | – | 0.03% | 161 |
|
|
2021
Q4 | $69.9K | Hold |
471
| – | – | 0.03% | 145 |
|
|
2021
Q3 | $69.1K | Sell |
471
-93,042
| -99% | -$13.6M | 0.04% | 132 |
|
|
2021
Q2 | $394K | Buy |
93,513
+93,042
| +19,754% | +$392K | 0.02% | 213 |
|
|
2021
Q1 | $75.8K | Buy |
471
+72
| +18% | +$11.6K | 0.05% | 101 |
|
|
2020
Q4 | $58.3K | Sell |
399
-18
| -4% | -$2.63K | 0.04% | 104 |
|
|
2020
Q3 | $55.8K | Hold |
417
| – | – | 0.04% | 93 |
|
|
2020
Q2 | $54.4K | Buy |
417
+28
| +7% | +$3.65K | 0.04% | 86 |
|
|
2020
Q1 | $44.3K | Buy |
389
+7
| +2% | +$797 | 0.05% | 81 |
|
|
2019
Q4 | $56.2K | Hold |
382
| – | – | 0.04% | 76 |
|
|
2019
Q3 | $52.4K | Hold |
382
| – | – | 0.05% | 80 |
|
|
2019
Q2 | $55.2K | Sell |
382
-10
| -3% | -$1.45K | 0.05% | 74 |
|
|
2019
Q1 | $68.1K | Buy |
+392
| New | +$68.1K | 0.08% | 61 |
|