Bernicke Wealth Management’s Medtronic MDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
$743K Sell
8,107
-3,441
-30% -$315K 0.55% 30
2020
Q1
$1.04M Buy
11,548
+385
+3% +$34.7K 0.63% 25
2019
Q4
$1.27M Buy
11,163
+357
+3% +$40.5K 0.71% 20
2019
Q3
$1.17M Buy
10,806
+991
+10% +$108K 0.68% 14
2019
Q2
$956K Buy
+9,815
New +$956K 0.57% 28