BMS Financial 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 | $223K | Sell |
2,526
-1,094
| -30% | -$96.4K | 0.15% | 108 |
|
|
2023
Q1 | $292K | Buy |
3,620
+398
| +12% | +$32.1K | 0.2% | 97 |
|
|
2022
Q4 | $250K | Sell |
3,222
-351
| -10% | -$27.3K | 0.17% | 85 |
|
|
2022
Q3 | $289K | Sell |
3,573
-85
| -2% | -$6.88K | 0.2% | 90 |
|
|
2022
Q2 | $328K | Buy |
3,658
+177
| +5% | +$15.9K | 0.21% | 78 |
|
|
2022
Q1 | $386K | Buy |
3,481
+87
| +3% | +$9.65K | 0.25% | 82 |
|
|
2021
Q4 | $351K | Buy |
+3,394
| New | +$351K | 0.22% | 79 |
|