Traphagen Investment Advisors’s 3M MMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,107
| Closed | -$228K | – | 138 |
|
|
2022
Q2 | $228K | Buy |
2,107
+51
| +2% | +$5.52K | 0.04% | 125 |
|
|
2022
Q1 | $256K | Buy |
2,056
+14
| +0.7% | +$1.74K | 0.04% | 119 |
|
|
2021
Q4 | $303K | Buy |
2,042
+11
| +0.5% | +$1.63K | 0.05% | 113 |
|
|
2021
Q3 | $298K | Sell |
2,031
-39
| -2% | -$5.72K | 0.05% | 107 |
|
|
2021
Q2 | $344K | Sell |
2,070
-78
| -4% | -$13K | 0.06% | 103 |
|
|
2021
Q1 | $346K | Buy |
+2,148
| New | +$346K | 0.06% | 97 |
|