SimplyRich’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,397
| Closed | -$313K | – | 172 |
|
|
2022
Q3 | $313K | Sell |
3,397
-2,439
| -42% | -$225K | 0.14% | 125 |
|
|
2022
Q2 | $631K | Hold |
5,836
| – | – | 0.26% | 89 |
|
|
2022
Q1 | $726K | Sell |
5,836
-463
| -7% | -$57.6K | 0.25% | 92 |
|
|
2021
Q4 | $936K | Sell |
6,299
-164
| -3% | -$24.4K | 0.31% | 82 |
|
|
2021
Q3 | $947K | Buy |
6,463
+60
| +0.9% | +$8.79K | 0.34% | 78 |
|
|
2021
Q2 | $1.06M | Buy |
6,403
+104
| +2% | +$17.3K | 0.49% | 61 |
|
|
2021
Q1 | $1.02M | Buy |
6,299
+112
| +2% | +$18K | 0.4% | 65 |
|
|
2020
Q4 | $904K | Buy |
6,187
+267
| +5% | +$39K | 0.4% | 60 |
|
|
2020
Q3 | $793K | Buy |
5,920
+84
| +1% | +$11.3K | 0.4% | 65 |
|
|
2020
Q2 | $759K | Hold |
5,836
| – | – | 0.42% | 62 |
|
|
2020
Q1 | $672K | Hold |
5,836
| – | – | 0.45% | 61 |
|
|
2019
Q4 | $858K | Sell |
5,836
-30
| -0.5% | -$4.41K | 0.43% | 64 |
|
|
2019
Q3 | $807K | Hold |
5,866
| – | – | 0.44% | 66 |
|
|
2019
Q2 | $850K | Buy |
+5,866
| New | +$850K | 0.47% | 58 |
|
|
2018
Q4 | – | Sell |
-6,823
| Closed | -$1.2M | – | 116 |
|
|
2018
Q3 | $1.2M | Hold |
6,823
| – | – | 0.66% | 44 |
|
|
2018
Q2 | $1.12M | Sell |
6,823
-30
| -0.4% | -$4.93K | 0.64% | 43 |
|
|
2018
Q1 | $1.26M | Hold |
6,853
| – | – | 0.7% | 42 |
|
|
2017
Q4 | $1.35M | Buy |
+6,853
| New | +$1.35M | 0.75% | 36 |
|