Lyell Wealth Management’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,454
| Closed | -$213K | – | 191 |
|
|
2021
Q3 | $213K | Hold |
1,454
| – | – | 0.03% | 172 |
|
|
2021
Q2 | $242K | Buy |
+1,454
| New | +$242K | 0.03% | 173 |
|
|
2020
Q4 | – | Sell |
-1,615
| Closed | -$216K | – | 160 |
|
|
2020
Q3 | $216K | Buy |
+1,615
| New | +$216K | 0.04% | 126 |
|
|
2020
Q1 | – | Sell |
-1,585
| Closed | -$234K | – | 129 |
|
|
2019
Q4 | $234K | Sell |
1,585
-179
| -10% | -$26.4K | 0.06% | 120 |
|
|
2019
Q3 | $242K | Buy |
+1,764
| New | +$242K | 0.07% | 107 |
|
|
2018
Q4 | – | Sell |
-1,136
| Closed | -$200K | – | 114 |
|
|
2018
Q3 | $200K | Buy |
+1,136
| New | +$200K | 0.07% | 115 |
|
|
2018
Q2 | – | Sell |
-1,136
| Closed | -$209K | – | 111 |
|
|
2018
Q1 | $209K | Hold |
1,136
| – | – | 0.08% | 104 |
|
|
2017
Q4 | $224K | Buy |
+1,136
| New | +$224K | 0.09% | 101 |
|