Petra Financial 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 |
-3,171
| Closed | -$248K | – | 122 |
|
|
2023
Q3 | $248K | Buy |
3,171
+71
| +2% | +$5.56K | 0.21% | 104 |
|
|
2023
Q2 | $259K | Sell |
3,100
-427
| -12% | -$35.7K | 0.23% | 94 |
|
|
2023
Q1 | $310K | Buy |
3,527
+237
| +7% | +$20.8K | 0.31% | 59 |
|
|
2022
Q4 | $330K | Buy |
+3,290
| New | +$330K | 0.36% | 69 |
|