Cerro Pacific 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
Q1 | – | Sell |
-2,199
| Closed | -$220K | – | 158 |
|
|
2022
Q4 | $220K | Sell |
2,199
-510
| -19% | -$51.1K | 0.12% | 150 |
|
|
2022
Q3 | $250K | Buy |
2,709
+420
| +18% | +$38.8K | 0.15% | 131 |
|
|
2022
Q2 | $248K | Sell |
2,289
-309
| -12% | -$33.5K | 0.16% | 130 |
|
|
2022
Q1 | $323K | Sell |
2,598
-173
| -6% | -$21.5K | 0.2% | 105 |
|
|
2021
Q4 | $412K | Sell |
2,771
-842
| -23% | -$125K | 0.26% | 96 |
|
|
2021
Q3 | $530K | Sell |
3,613
-1,102
| -23% | -$162K | 0.38% | 88 |
|
|
2021
Q2 | $783K | Buy |
+4,715
| New | +$783K | 0.58% | 52 |
|
|
2020
Q4 | $990K | Buy |
+6,774
| New | +$990K | 0.59% | 52 |
|