BOS Asset Management’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-2,748
| Closed | -$226K | – | 168 |
|
2023
Q4 | $226K | Sell |
2,748
-1,142
| -29% | -$94.1K | 0.16% | 140 |
|
2023
Q3 | $305K | Sell |
3,890
-428
| -10% | -$33.5K | 0.22% | 95 |
|
2023
Q2 | $380K | Buy |
4,318
+50
| +1% | +$4.41K | 0.3% | 74 |
|
2023
Q1 | $344K | Buy |
4,268
+101
| +2% | +$8.14K | 0.29% | 79 |
|
2022
Q4 | $324K | Buy |
+4,167
| New | +$324K | 0.29% | 87 |
|