Lloyd Advisory Services’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,511
| Closed | -$510K | – | 258 |
|
|
2023
Q3 | $510K | Buy |
+6,511
| New | +$510K | 0.17% | 124 |
|
|
2022
Q2 | – | Sell |
-881
| Closed | -$110K | – | 385 |
|
|
2022
Q1 | $110K | Sell |
881
-493
| -36% | -$61.6K | 0.05% | 153 |
|
|
2021
Q4 | $204K | Buy |
1,374
+110
| +9% | +$16.3K | 0.09% | 82 |
|
|
2021
Q3 | $185K | Sell |
1,264
-19
| -1% | -$2.78K | 0.1% | 82 |
|
|
2021
Q2 | $213K | Buy |
1,283
+3
| +0.2% | +$498 | 0.11% | 75 |
|
|
2021
Q1 | $206K | Buy |
1,280
+137
| +12% | +$22K | 0.11% | 61 |
|
|
2020
Q4 | $167K | Sell |
1,143
-18
| -2% | -$2.63K | 0.09% | 63 |
|
|
2020
Q3 | $156K | Sell |
1,161
-33
| -3% | -$4.43K | 0.09% | 61 |
|
|
2020
Q2 | $156K | Buy |
1,194
+390
| +49% | +$51K | 0.1% | 66 |
|
|
2020
Q1 | $92K | Buy |
804
+22
| +3% | +$2.52K | 0.07% | 76 |
|
|
2019
Q4 | $115K | Buy |
+782
| New | +$115K | 0.1% | 88 |
|