Verus Financial Partners’s 3M MMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-1,355
| Closed | -$201K | – | 108 |
|
2021
Q4 | $201K | Sell |
1,355
-144
| -10% | -$21.4K | 0.03% | 92 |
|
2021
Q3 | $228K | Buy |
1,499
+145
| +11% | +$22.1K | 0.03% | 86 |
|
2021
Q2 | $227K | Sell |
1,354
-80
| -6% | -$13.4K | 0.03% | 86 |
|
2021
Q1 | $234K | Sell |
1,434
-54
| -4% | -$8.81K | 0.04% | 78 |
|
2020
Q4 | $217K | Sell |
1,488
-1,205
| -45% | -$176K | 0.04% | 77 |
|
2020
Q3 | $361K | Buy |
+2,693
| New | +$361K | 0.13% | 102 |
|
2018
Q1 | – | Sell |
-1,414
| Closed | -$278K | – | 52 |
|
2017
Q4 | $278K | Buy |
+1,414
| New | +$278K | 0.1% | 40 |
|
2017
Q2 | – | Sell |
-1,570
| Closed | -$251K | – | 51 |
|
2017
Q1 | $251K | Buy |
+1,570
| New | +$251K | 0.1% | 46 |
|