MPS Loria Financial Planners’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,014
| Closed | -$163K | – | 396 |
|
|
2021
Q1 | $163K | Sell |
1,014
-25
| -2% | -$4.02K | 0.08% | 91 |
|
|
2020
Q4 | $149K | Buy |
1,039
+82
| +9% | +$11.8K | 0.07% | 95 |
|
|
2020
Q3 | $128K | Hold |
957
| – | – | 0.07% | 91 |
|
|
2020
Q2 | $125K | Buy |
+957
| New | +$125K | 0.07% | 88 |
|
|
2017
Q3 | – | Sell |
-718
| Closed | -$124K | – | 240 |
|
|
2017
Q2 | $124K | Buy |
+718
| New | +$124K | 0.08% | 100 |
|