Stelac Advisory Services’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-649
| Closed | -$108K | – | 253 |
|
|
2021
Q2 | $108K | Sell |
649
-6
| -0.9% | -$998 | 0.02% | 275 |
|
|
2021
Q1 | $106K | Sell |
655
-242
| -27% | -$39.2K | 0.04% | 222 |
|
|
2020
Q4 | $131K | Buy |
897
+147
| +20% | +$21.5K | 0.03% | 218 |
|
|
2020
Q3 | $100K | Buy |
+750
| New | +$100K | 0.03% | 181 |
|
|
2020
Q2 | – | Sell |
-1,788
| Closed | -$204K | – | 151 |
|
|
2020
Q1 | $204K | Buy |
+1,788
| New | +$204K | 0.1% | 81 |
|
|
2019
Q4 | – | Sell |
-794
| Closed | -$109K | – | 104 |
|
|
2019
Q3 | $109K | Buy |
+794
| New | +$109K | 0.08% | 104 |
|
|
2018
Q3 | – | Sell |
-682
| Closed | -$112K | – | 162 |
|
|
2018
Q2 | $112K | Hold |
682
| – | – | 0.03% | 129 |
|
|
2018
Q1 | $125K | Buy |
+682
| New | +$125K | 0.04% | 110 |
|