Retirement Planning Group (Kansas)’s 3M MMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-3,482
| Closed | -$306K | – | 165 |
|
2023
Q1 | $306K | Buy |
+3,482
| New | +$306K | 0.03% | 114 |
|
2022
Q4 | – | Sell |
-2,496
| Closed | -$231K | – | 141 |
|
2022
Q3 | $231K | Buy |
+2,496
| New | +$231K | 0.03% | 118 |
|
2015
Q2 | – | Sell |
-1,640
| Closed | -$226K | – | 61 |
|
2015
Q1 | $226K | Sell |
1,640
-1
| -0.1% | -$138 | 0.09% | 58 |
|
2014
Q4 | $225K | Buy |
+1,641
| New | +$225K | 0.07% | 62 |
|
2014
Q1 | – | Sell |
-2,471
| Closed | -$290K | – | 68 |
|
2013
Q4 | $290K | Sell |
2,471
-111
| -4% | -$13K | 0.1% | 59 |
|
2013
Q3 | $258K | Hold |
2,582
| – | – | 0.09% | 68 |
|
2013
Q2 | $236K | Buy |
+2,582
| New | +$236K | 0.1% | 72 |
|