Strategic Investment 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 |
-3,069
| Closed | -$240K | – | 247 |
|
2023
Q3 | $240K | Buy |
+3,069
| New | +$240K | 0.04% | 216 |
|
2023
Q1 | – | Sell |
-2,038
| Closed | -$204K | – | 245 |
|
2022
Q4 | $204K | Buy |
+2,038
| New | +$204K | 0.04% | 226 |
|
2022
Q3 | – | Sell |
-1,972
| Closed | -$213K | – | 193 |
|
2022
Q2 | $213K | Buy |
+1,972
| New | +$213K | 0.04% | 199 |
|