Alera Investment Advisors’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $216K | Buy |
+2,399
| New | +$216K | 0.03% | 260 |
|
|
2024
Q2 | – | Sell |
-10,083
| Closed | -$879K | – | 287 |
|
|
2024
Q1 | $879K | Buy |
10,083
+745
| +8% | +$64.9K | 0.12% | 74 |
|
|
2023
Q4 | $769K | Sell |
9,338
-961
| -9% | -$79.2K | 0.1% | 85 |
|
|
2023
Q3 | $807K | Sell |
10,299
-171
| -2% | -$13.4K | 0.13% | 67 |
|
|
2023
Q2 | $922K | Buy |
10,470
+1,844
| +21% | +$162K | 0.2% | 60 |
|
|
2023
Q1 | $695K | Buy |
8,626
+1,857
| +27% | +$150K | 0.16% | 80 |
|
|
2022
Q4 | $526K | Sell |
6,769
-286
| -4% | -$22.2K | 0.12% | 104 |
|
|
2022
Q3 | $570K | Buy |
7,055
+375
| +6% | +$30.3K | 0.16% | 88 |
|
|
2022
Q2 | $599K | Buy |
6,680
+449
| +7% | +$40.3K | 0.17% | 89 |
|
|
2022
Q1 | $691K | Buy |
+6,231
| New | +$691K | 0.16% | 88 |
|
|
2019
Q2 | – | Sell |
-512
| Closed | -$47K | – | 621 |
|
|
2019
Q1 | $47K | Sell |
512
-115
| -18% | -$10.6K | 0.02% | 170 |
|
|
2018
Q4 | $57K | Buy |
+627
| New | +$57K | 0.03% | 161 |
|