CA
Cresta Advisors’s 3M MMM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-3,500
| Closed | -$371K | – | 45 |
|
2024
Q1 | $371K | Hold |
3,500
| – | – | 0.24% | 39 |
|
2023
Q4 | $383K | Buy |
3,500
+500
| +17% | +$54.7K | 0.26% | 47 |
|
2023
Q3 | $281K | Hold |
3,000
| – | – | 0.22% | 41 |
|
2023
Q2 | $300K | Hold |
3,000
| – | – | 0.23% | 41 |
|
2023
Q1 | $315K | Buy |
3,000
+1,000
| +50% | +$105K | 0.25% | 33 |
|
2022
Q4 | $240K | Sell |
2,000
-300
| -13% | -$36K | 0.21% | 29 |
|
2022
Q3 | $254K | Buy |
+2,300
| New | +$254K | 0.31% | 26 |
|