Lion Street 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 |
-1,843
| Closed | -$275K | – | 286 |
|
2023
Q2 | $275K | Buy |
+1,843
| New | +$275K | 0.09% | 180 |
|
2021
Q3 | – | Sell |
-158
| Closed | -$26.2K | – | 167 |
|
2021
Q2 | $26.2K | Buy |
+158
| New | +$26.2K | 0.95% | 23 |
|
2020
Q2 | – | Sell |
-184
| Closed | -$21K | – | 255 |
|
2020
Q1 | $21K | Buy |
+184
| New | +$21K | 0.11% | 92 |
|