BWM
BNC Wealth Management’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-14,115
| Closed | -$1.14M | – | 115 |
|
|
2022
Q3 | $1.14M | Sell |
14,115
-401
| -3% | -$32.4K | 0.69% | 47 |
|
|
2022
Q2 | $1.3M | Buy |
14,516
+655
| +5% | +$58.8K | 0.68% | 47 |
|
|
2022
Q1 | $1.54M | Buy |
13,861
+396
| +3% | +$43.9K | 0.76% | 40 |
|
|
2021
Q4 | $1.39M | Buy |
13,465
+345
| +3% | +$35.7K | 0.66% | 45 |
|
|
2021
Q3 | $1.65M | Buy |
13,120
+431
| +3% | +$54K | 0.98% | 33 |
|
|
2021
Q2 | $1.58M | Buy |
12,689
+546
| +4% | +$67.8K | 0.95% | 34 |
|
|
2021
Q1 | $1.43M | Buy |
12,143
+571
| +5% | +$67.4K | 1.02% | 33 |
|
|
2020
Q4 | $1.36M | Buy |
11,572
+882
| +8% | +$103K | 0.86% | 38 |
|
|
2020
Q3 | $1.11M | Buy |
+10,690
| New | +$1.11M | 0.78% | 37 |
|