Oxford Financial Group’s 3M MMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-1,482
| Closed | -$220K | – | 277 |
|
2021
Q4 | $220K | Sell |
1,482
-2
| -0.1% | -$297 | 0.02% | 188 |
|
2021
Q3 | $218K | Buy |
1,484
+2
| +0.1% | +$294 | 0.03% | 172 |
|
2021
Q2 | $246K | Buy |
1,482
+24
| +2% | +$3.98K | 0.03% | 162 |
|
2021
Q1 | $235K | Hold |
1,458
| – | – | 0.03% | 162 |
|
2020
Q4 | $213K | Buy |
+1,458
| New | +$213K | 0.03% | 163 |
|