TKG Advisors’s 3M MMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-2,512
| Closed | -$230K | – | 110 |
|
2023
Q4 | $230K | Sell |
2,512
-717
| -22% | -$65.5K | 0.14% | 89 |
|
2023
Q3 | $253K | Buy |
3,229
+119
| +4% | +$9.32K | 0.17% | 85 |
|
2023
Q2 | $260K | Buy |
3,110
+240
| +8% | +$20.1K | 0.17% | 86 |
|
2023
Q1 | $252K | Buy |
+2,870
| New | +$252K | 0.16% | 75 |
|