White Lighthouse Investment Management’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,890
| Closed | -$281K | – | 117 |
|
|
2021
Q4 | $281K | Buy |
1,890
+365
| +24% | +$54.3K | 0.07% | 101 |
|
|
2021
Q3 | $224K | Hold |
1,525
| – | – | 0.06% | 107 |
|
|
2021
Q2 | $253K | Hold |
1,525
| – | – | 0.07% | 104 |
|
|
2021
Q1 | $246K | Hold |
1,525
| – | – | 0.08% | 103 |
|
|
2020
Q4 | $223K | Hold |
1,525
| – | – | 0.07% | 111 |
|
|
2020
Q3 | $204K | Buy |
+1,525
| New | +$204K | 0.07% | 112 |
|
|
2020
Q1 | – | Sell |
-1,525
| Closed | -$225K | – | 122 |
|
|
2019
Q4 | $225K | Hold |
1,525
| – | – | 0.08% | 122 |
|
|
2019
Q3 | $210K | Hold |
1,525
| – | – | 0.08% | 126 |
|
|
2019
Q2 | $221K | Hold |
1,525
| – | – | 0.09% | 121 |
|
|
2019
Q1 | $265K | Hold |
1,525
| – | – | 0.12% | 100 |
|
|
2018
Q4 | $243K | Hold |
1,525
| – | – | 0.13% | 100 |
|
|
2018
Q3 | $269K | Hold |
1,525
| – | – | 0.14% | 98 |
|
|
2018
Q2 | $251K | Hold |
1,525
| – | – | 0.14% | 102 |
|
|
2018
Q1 | $280K | Buy |
1,525
+90
| +6% | +$16.5K | 0.16% | 97 |
|
|
2017
Q4 | $282K | Buy |
+1,435
| New | +$282K | 0.16% | 98 |
|