Bernardo Wealth Planning’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-4,524
| Closed | -$529K | – | 117 |
|
|
2020
Q4 | $529K | Sell |
4,524
-63
| -1% | -$7.37K | 0.2% | 92 |
|
|
2020
Q3 | $476K | Buy |
4,587
+50
| +1% | +$5.19K | 0.21% | 87 |
|
|
2020
Q2 | $416K | Buy |
4,537
+448
| +11% | +$41.1K | 0.22% | 85 |
|
|
2020
Q1 | $368K | Buy |
4,089
+8
| +0.2% | +$720 | 0.26% | 96 |
|
|
2019
Q4 | $462K | Sell |
4,081
-16
| -0.4% | -$1.81K | 0.28% | 85 |
|
|
2019
Q3 | $445K | Sell |
4,097
-34
| -0.8% | -$3.69K | 0.32% | 78 |
|
|
2019
Q2 | $402K | Sell |
4,131
-48
| -1% | -$4.67K | 0.31% | 86 |
|
|
2019
Q1 | $381K | Sell |
4,179
-25
| -0.6% | -$2.28K | 0.3% | 89 |
|
|
2018
Q4 | $382K | Buy |
+4,204
| New | +$382K | 0.34% | 77 |
|