Astoria Portfolio Advisors’s 3M MMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-3,757
| Closed | -$278K | – | 198 |
|
2023
Q3 | $278K | Sell |
3,757
-893
| -19% | -$66.2K | 0.13% | 128 |
|
2023
Q2 | $400K | Sell |
4,650
-202
| -4% | -$17.4K | 0.15% | 117 |
|
2023
Q1 | $415K | Sell |
4,852
-1,178
| -20% | -$101K | 0.18% | 99 |
|
2022
Q4 | $608K | Buy |
6,030
+324
| +6% | +$32.7K | 0.29% | 66 |
|
2022
Q3 | $527K | Buy |
5,706
+579
| +11% | +$53.5K | 0.36% | 67 |
|
2022
Q2 | $555K | Buy |
5,127
+854
| +20% | +$92.4K | 0.41% | 58 |
|
2022
Q1 | $532K | Sell |
4,273
-420
| -9% | -$52.3K | 0.42% | 52 |
|
2021
Q4 | $697K | Buy |
+4,693
| New | +$697K | 0.55% | 43 |
|