CWM
C2C Wealth Management’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-16,552
| Closed | -$1.28M | – | 179 |
|
|
2023
Q3 | $1.28M | Buy |
16,552
+800
| +5% | +$61.9K | 0.18% | 62 |
|
|
2023
Q2 | $1.37M | Buy |
15,752
+1,035
| +7% | +$90.2K | 0.18% | 63 |
|
|
2023
Q1 | $1.19M | Buy |
14,717
+9,780
| +198% | +$790K | 0.19% | 65 |
|
|
2022
Q4 | $395K | Buy |
+4,937
| New | +$395K | 0.07% | 117 |
|
|
2022
Q2 | – | Sell |
-2,198
| Closed | -$245K | – | 202 |
|
|
2022
Q1 | $245K | Sell |
2,198
-6,009
| -73% | -$670K | 0.04% | 172 |
|
|
2021
Q4 | $849K | Buy |
+8,207
| New | +$849K | 0.12% | 93 |
|