Abacus Wealth Partners’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,269
| Closed | -$335K | – | 77 |
|
|
2023
Q3 | $335K | Sell |
4,269
-27
| -0.6% | -$2.12K | 0.1% | 54 |
|
|
2023
Q2 | $378K | Sell |
4,296
-14
| -0.3% | -$1.23K | 0.11% | 53 |
|
|
2023
Q1 | $388K | Buy |
+4,310
| New | +$388K | 0.13% | 51 |
|
|
2022
Q2 | – | Sell |
-2,154
| Closed | -$239K | – | 88 |
|
|
2022
Q1 | $239K | Hold |
2,154
| – | – | 0.11% | 71 |
|
|
2021
Q4 | $223K | Sell |
2,154
-73
| -3% | -$7.55K | 0.08% | 106 |
|
|
2021
Q3 | $279K | Hold |
2,227
| – | – | 0.1% | 80 |
|
|
2021
Q2 | $276K | Buy |
2,227
+73
| +3% | +$9.06K | 0.11% | 80 |
|
|
2021
Q1 | $254K | Sell |
2,154
-4
| -0.2% | -$473 | 0.18% | 83 |
|
|
2020
Q4 | $253K | Buy |
+2,158
| New | +$253K | 0.22% | 70 |
|