Benchmark Investment Advisors’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-2,548
| Closed | -$205K | – | 91 |
|
2023
Q1 | $205K | Sell |
2,548
-388
| -13% | -$31.3K | 0.21% | 87 |
|
2022
Q4 | $228K | Sell |
2,936
-933
| -24% | -$72.5K | 0.24% | 88 |
|
2022
Q3 | $312K | Sell |
3,869
-3,428
| -47% | -$276K | 0.34% | 73 |
|
2022
Q2 | $655K | Sell |
7,297
-3,101
| -30% | -$278K | 0.68% | 49 |
|
2022
Q1 | $1.15M | Buy |
10,398
+781
| +8% | +$86.7K | 0.87% | 33 |
|
2021
Q4 | $995K | Buy |
+9,617
| New | +$995K | 0.82% | 41 |
|