LGA
Lebenthal Global Advisors’s 3M MMM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-1,448
| Closed | -$257K | – | 166 |
|
2021
Q4 | $257K | Sell |
1,448
-325
| -18% | -$57.7K | 0.1% | 143 |
|
2021
Q3 | $311K | Buy |
+1,773
| New | +$311K | 0.2% | 95 |
|
2021
Q2 | – | Sell |
-1,423
| Closed | -$274K | – | 177 |
|
2021
Q1 | $274K | Buy |
1,423
+1,223
| +612% | +$235K | 0.17% | 107 |
|
2020
Q4 | $34K | Buy |
+200
| New | +$34K | 0.02% | 313 |
|