Lindenwold Advisors’s 3M MMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-11,852
| Closed | -$992K | – | 116 |
|
2023
Q2 | $992K | Sell |
11,852
-1,377
| -10% | -$115K | 0.61% | 50 |
|
2023
Q1 | $1.16M | Buy |
13,229
+932
| +8% | +$81.9K | 0.72% | 48 |
|
2022
Q4 | $1.23M | Sell |
12,297
-724
| -6% | -$72.6K | 0.83% | 45 |
|
2022
Q3 | $1.2M | Buy |
13,021
+239
| +2% | +$22.1K | 0.89% | 43 |
|
2022
Q2 | $1.38M | Buy |
12,782
+90
| +0.7% | +$9.74K | 0.98% | 39 |
|
2022
Q1 | $1.58M | Buy |
12,692
+536
| +4% | +$66.7K | 0.97% | 36 |
|
2021
Q4 | $1.81M | Buy |
+12,156
| New | +$1.81M | 1.05% | 32 |
|