Lee Financial’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-360
| Closed | -$32.9K | – | 567 |
|
|
2023
Q4 | $32.9K | Buy |
360
+121
| +51% | +$11.1K | 0.01% | 263 |
|
|
2023
Q3 | $18.7K | Hold |
239
| – | – | ﹤0.01% | 309 |
|
|
2023
Q2 | $20K | Hold |
239
| – | – | ﹤0.01% | 304 |
|
|
2023
Q1 | $21K | Sell |
239
-32
| -12% | -$2.82K | ﹤0.01% | 302 |
|
|
2022
Q4 | $27.2K | Buy |
271
+21
| +8% | +$2.11K | ﹤0.01% | 304 |
|
|
2022
Q3 | $23K | Buy |
250
+5
| +2% | +$460 | ﹤0.01% | 316 |
|
|
2022
Q2 | $27K | Hold |
245
| – | – | 0.01% | 299 |
|
|
2022
Q1 | $31K | Sell |
245
-12
| -5% | -$1.52K | 0.01% | 284 |
|
|
2021
Q4 | $38K | Buy |
257
+5
| +2% | +$739 | 0.01% | 284 |
|
|
2021
Q3 | $37K | Buy |
252
+13
| +5% | +$1.91K | 0.01% | 258 |
|
|
2021
Q2 | $40K | Sell |
239
-239
| -50% | -$40K | 0.01% | 254 |
|
|
2021
Q1 | $77K | Buy |
478
+239
| +100% | +$38.5K | 0.02% | 196 |
|
|
2020
Q4 | $35K | Hold |
239
| – | – | 0.01% | 234 |
|
|
2020
Q3 | $32K | Hold |
239
| – | – | 0.01% | 268 |
|
|
2020
Q2 | $31K | Buy |
+239
| New | +$31K | 0.01% | 243 |
|
|
2018
Q3 | – | Sell |
-165
| Closed | -$27K | – | 610 |
|
|
2018
Q2 | $27K | Buy |
165
+1
| +0.6% | +$164 | 0.01% | 310 |
|
|
2018
Q1 | $30K | Buy |
+164
| New | +$30K | 0.01% | 304 |
|
|
2017
Q3 | – | Sell |
-18
| Closed | -$3K | – | 512 |
|
|
2017
Q2 | $3K | Buy |
+18
| New | +$3K | ﹤0.01% | 443 |
|