Alera Investment Advisors’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,562
| Closed | -$229K | – | 102 |
|
|
2021
Q3 | $229K | Sell |
1,562
-166
| -10% | -$24.3K | 0.07% | 91 |
|
|
2021
Q2 | $272K | Buy |
1,728
+91
| +6% | +$14.3K | 0.08% | 82 |
|
|
2021
Q1 | $264K | Buy |
1,637
+3
| +0.2% | +$484 | 0.09% | 80 |
|
|
2020
Q4 | $239K | Buy |
1,634
+36
| +2% | +$5.27K | 0.08% | 78 |
|
|
2020
Q3 | $214K | Sell |
1,598
-62
| -4% | -$8.3K | 0.09% | 77 |
|
|
2020
Q2 | $217K | Buy |
+1,660
| New | +$217K | 0.11% | 69 |
|
|
2019
Q4 | – | Sell |
-1,490
| Closed | -$205K | – | 71 |
|
|
2019
Q3 | $205K | Buy |
+1,490
| New | +$205K | 0.1% | 72 |
|
|
2019
Q2 | – | Sell |
-1,478
| Closed | -$257K | – | 640 |
|
|
2019
Q1 | $257K | Sell |
1,478
-50
| -3% | -$8.69K | 0.13% | 60 |
|
|
2018
Q4 | $244K | Buy |
+1,528
| New | +$244K | 0.15% | 75 |
|