Navis Wealth Advisors’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,935
| Closed | -$548K | – | 89 |
|
|
2022
Q3 | $548K | Sell |
5,935
-87
| -1% | -$8.03K | 0.85% | 26 |
|
|
2022
Q2 | $652K | Hold |
6,022
| – | – | 0.7% | 33 |
|
|
2022
Q1 | $750K | Buy |
+6,022
| New | +$750K | 0.67% | 37 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 116 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 120 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 112 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 151 |
|