Southern Capital Advisors’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,273
| Closed | -$232K | – | 77 |
|
|
2024
Q2 | $232K | Sell |
2,273
-431
| -16% | -$44K | 0.14% | 61 |
|
|
2024
Q1 | $240K | Buy |
+2,704
| New | +$240K | 0.15% | 61 |
|
|
2023
Q1 | – | Sell |
-2,049
| Closed | -$205K | – | 80 |
|
|
2022
Q4 | $205K | Buy |
+2,049
| New | +$205K | 0.16% | 71 |
|
|
2022
Q2 | – | Sell |
-1,819
| Closed | -$226K | – | 79 |
|
|
2022
Q1 | $226K | Buy |
1,819
+124
| +7% | +$15.4K | 0.15% | 71 |
|
|
2021
Q4 | $252K | Buy |
+1,695
| New | +$252K | 0.16% | 65 |
|