Resurgent Financial Advisors’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-697
| Closed | -$63.7K | – | 370 |
|
|
2023
Q4 | $63.7K | Buy |
697
+18
| +3% | +$1.65K | 0.04% | 291 |
|
|
2023
Q3 | $53.2K | Sell |
679
-124
| -15% | -$9.71K | 0.04% | 311 |
|
|
2023
Q2 | $67.2K | Buy |
803
+32
| +4% | +$2.68K | 0.04% | 287 |
|
|
2023
Q1 | $67.8K | Sell |
771
-634
| -45% | -$55.7K | 0.05% | 285 |
|
|
2022
Q4 | $141K | Buy |
+1,405
| New | +$141K | 0.07% | 252 |
|
|
2022
Q3 | – | Sell |
-2,089
| Closed | -$226K | – | 200 |
|
|
2022
Q2 | $226K | Sell |
2,089
-311
| -13% | -$33.6K | 0.14% | 160 |
|
|
2022
Q1 | $299K | Buy |
+2,400
| New | +$299K | 0.19% | 125 |
|