Narus Financial Partners’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 |
-6,463
| Closed | -$568K | – | 122 |
|
2023
Q1 | $568K | Buy |
6,463
+2,861
| +79% | +$251K | 0.31% | 61 |
|
2022
Q4 | $361K | Buy |
+3,602
| New | +$361K | 0.21% | 75 |
|
2022
Q3 | – | Sell |
-4,027
| Closed | -$436K | – | 118 |
|
2022
Q2 | $436K | Buy |
+4,027
| New | +$436K | 0.28% | 63 |
|