AAF Wealth Management’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,677
| Closed | -$221K | – | 46 |
|
|
2023
Q4 | $221K | Buy |
+2,677
| New | +$221K | 0.13% | 39 |
|
|
2023
Q3 | – | Sell |
-2,616
| Closed | -$230K | – | 44 |
|
|
2023
Q2 | $230K | Sell |
2,616
-47
| -2% | -$4.14K | 0.14% | 36 |
|
|
2023
Q1 | $215K | Buy |
+2,663
| New | +$215K | 0.14% | 38 |
|