Kowal Investment Group’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $496K | Sell |
3,625
-6
| -0.2% | -$820 | 0.09% | 119 |
|
|
2024
Q2 | $371K | Sell |
3,631
-681
| -16% | -$69.6K | 0.07% | 123 |
|
|
2024
Q1 | $382K | Buy |
4,312
+1,599
| +59% | +$142K | 0.08% | 121 |
|
|
2023
Q4 | $248K | Buy |
+2,713
| New | +$248K | 0.06% | 145 |
|
|
2022
Q3 | – | Sell |
-1,923
| Closed | -$208K | – | 150 |
|
|
2022
Q2 | $208K | Sell |
1,923
-80
| -4% | -$8.65K | 0.07% | 132 |
|
|
2022
Q1 | $249K | Sell |
2,003
-77
| -4% | -$9.57K | 0.08% | 109 |
|
|
2021
Q4 | $309K | Sell |
2,080
-298
| -13% | -$44.3K | 0.09% | 78 |
|
|
2021
Q3 | $349K | Buy |
2,378
+130
| +6% | +$19.1K | 0.11% | 66 |
|
|
2021
Q2 | $373K | Sell |
2,248
-79
| -3% | -$13.1K | 0.13% | 65 |
|
|
2021
Q1 | $375K | Buy |
2,327
+264
| +13% | +$42.5K | 0.15% | 57 |
|
|
2020
Q4 | $287K | Buy |
+2,063
| New | +$287K | 0.13% | 65 |
|