Alaethes Wealth’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-16,191
| Closed | -$1.43M | – | 114 |
|
2023
Q2 | $1.43M | Buy |
16,191
+568
| +4% | +$50K | 0.78% | 47 |
|
2023
Q1 | $1.26M | Buy |
15,623
+1,858
| +13% | +$150K | 0.74% | 54 |
|
2022
Q4 | $1.07M | Buy |
13,765
+488
| +4% | +$37.9K | 0.74% | 62 |
|
2022
Q3 | $1.07M | Buy |
13,277
+695
| +6% | +$56.1K | 0.79% | 47 |
|
2022
Q2 | $1.13M | Buy |
12,582
+527
| +4% | +$47.3K | 0.84% | 44 |
|
2022
Q1 | $1.34M | Buy |
12,055
+96
| +0.8% | +$10.7K | 0.85% | 38 |
|
2021
Q4 | $1.24M | Buy |
11,959
+1,422
| +13% | +$147K | 0.78% | 50 |
|
2021
Q3 | $1.32M | Buy |
10,537
+971
| +10% | +$122K | 0.96% | 31 |
|
2021
Q2 | $1.19M | Sell |
9,566
-132
| -1% | -$16.4K | 0.92% | 36 |
|
2021
Q1 | $1.15M | Buy |
+9,698
| New | +$1.15M | 1.06% | 26 |
|