Arbor Trust Wealth Advisors’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,038
| Closed | -$267K | – | 101 |
|
|
2023
Q1 | $267K | Sell |
3,038
-118
| -4% | -$10.4K | 0.18% | 79 |
|
|
2022
Q4 | $316K | Sell |
3,156
-149
| -5% | -$14.9K | 0.22% | 73 |
|
|
2022
Q3 | $308K | Sell |
3,305
-147
| -4% | -$13.7K | 0.23% | 73 |
|
|
2022
Q2 | $374K | Sell |
3,452
-907
| -21% | -$98.3K | 0.26% | 71 |
|
|
2022
Q1 | $543K | Sell |
4,359
-1,245
| -22% | -$155K | 0.33% | 63 |
|
|
2021
Q4 | $832K | Sell |
5,604
-161
| -3% | -$23.9K | 0.48% | 49 |
|
|
2021
Q3 | $846K | Buy |
5,765
+29
| +0.5% | +$4.26K | 0.53% | 47 |
|
|
2021
Q2 | $953K | Sell |
5,736
-60
| -1% | -$9.97K | 0.6% | 45 |
|
|
2021
Q1 | $937K | Hold |
5,796
| – | – | 0.63% | 44 |
|
|
2020
Q4 | $847K | Buy |
5,796
+395
| +7% | +$57.7K | 0.62% | 44 |
|
|
2020
Q3 | $723K | Buy |
5,401
+801
| +17% | +$107K | 0.63% | 41 |
|
|
2020
Q2 | $600K | Buy |
4,600
+2,015
| +78% | +$263K | 0.54% | 47 |
|
|
2020
Q1 | $295K | Buy |
+2,585
| New | +$295K | 0.31% | 61 |
|