Schubert & Co’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 |
-622
| Closed | -$54.7K | – | 930 |
|
2023
Q1 | $54.7K | Sell |
622
-87
| -12% | -$7.65K | 0.05% | 67 |
|
2022
Q4 | $71.1K | Sell |
709
-28
| -4% | -$2.81K | 0.06% | 54 |
|
2022
Q3 | $68K | Buy |
737
+96
| +15% | +$8.86K | 0.06% | 58 |
|
2022
Q2 | $69K | Buy |
641
+67
| +12% | +$7.21K | 0.06% | 60 |
|
2022
Q1 | $71K | Buy |
574
+60
| +12% | +$7.42K | 0.08% | 48 |
|
2021
Q4 | $76K | Buy |
+514
| New | +$76K | 0.08% | 38 |
|