Brendel Financial Advisors’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-11,888
| Closed | -$1.49M | – | 112 |
|
2021
Q3 | $1.49M | Buy |
+11,888
| New | +$1.49M | 1.78% | 24 |
|
2020
Q2 | – | Sell |
-5,129
| Closed | -$463K | – | 87 |
|
2020
Q1 | $463K | Sell |
5,129
-3
| -0.1% | -$271 | 0.55% | 47 |
|
2019
Q4 | $582K | Buy |
5,132
+1,749
| +52% | +$198K | 0.49% | 52 |
|
2019
Q3 | $367K | Buy |
+3,383
| New | +$367K | 0.33% | 65 |
|