Lederer & Associates Investment Counsel’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-323
| Closed | -$52K | – | 123 |
|
|
2021
Q1 | $52K | Buy |
+323
| New | +$52K | 0.04% | 103 |
|
|
2019
Q3 | – | Sell |
-2,715
| Closed | -$393K | – | 90 |
|
|
2019
Q2 | $393K | Sell |
2,715
-167
| -6% | -$24.2K | 0.36% | 63 |
|
|
2019
Q1 | $501K | Buy |
2,882
+59
| +2% | +$10.3K | 0.47% | 57 |
|
|
2018
Q4 | $450K | Sell |
2,823
-23
| -0.8% | -$3.67K | 0.48% | 57 |
|
|
2018
Q3 | $501K | Buy |
2,846
+598
| +27% | +$105K | 0.42% | 56 |
|
|
2018
Q2 | $370K | Buy |
+2,248
| New | +$370K | 0.33% | 72 |
|
|
2018
Q1 | – | Sell |
-1,160
| Closed | -$228K | – | 93 |
|
|
2017
Q4 | $228K | Hold |
1,160
| – | – | 0.2% | 84 |
|
|
2017
Q3 | $204K | Hold |
1,160
| – | – | 0.19% | 83 |
|
|
2017
Q2 | $202K | Buy |
+1,160
| New | +$202K | 0.19% | 84 |
|