Tilia Fiduciary Partners’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-487
| Closed | -$40.7K | – | 323 |
|
|
2023
Q2 | $40.7K | Sell |
487
-626
| -56% | -$52.3K | 0.04% | 239 |
|
|
2023
Q1 | $97.8K | Buy |
1,113
+483
| +77% | +$42.4K | 0.09% | 138 |
|
|
2022
Q4 | $63.2K | Buy |
630
+2
| +0.3% | +$201 | 0.06% | 181 |
|
|
2022
Q3 | $57K | Sell |
628
-8
| -1% | -$726 | 0.06% | 182 |
|
|
2022
Q2 | $69K | Sell |
636
-116
| -15% | -$12.6K | 0.07% | 173 |
|
|
2022
Q1 | $94K | Buy |
752
+104
| +16% | +$13K | 0.08% | 153 |
|
|
2021
Q4 | $96K | Buy |
+648
| New | +$96K | 0.08% | 159 |
|