Safeguard Investment Advisory Group’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,689
| Closed | -$246K | – | 108 |
|
|
2023
Q4 | $246K | Sell |
2,689
-177
| -6% | -$16.2K | 0.09% | 80 |
|
|
2023
Q3 | $225K | Sell |
2,866
-132
| -4% | -$10.3K | 0.1% | 83 |
|
|
2023
Q2 | $251K | Sell |
2,998
-219
| -7% | -$18.3K | 0.11% | 84 |
|
|
2023
Q1 | $283K | Sell |
3,217
-158
| -5% | -$13.9K | 0.14% | 78 |
|
|
2022
Q4 | $339K | Buy |
3,375
+494
| +17% | +$49.6K | 0.21% | 66 |
|
|
2022
Q3 | $266K | Buy |
+2,881
| New | +$266K | 0.18% | 73 |
|
|
2021
Q1 | – | Sell |
-306
| Closed | -$44K | – | 460 |
|
|
2020
Q4 | $44K | Buy |
+306
| New | +$44K | 0.04% | 215 |
|