CWA
Canvas Wealth Advisors’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-12,969
| Closed | -$943K | – | 132 |
|
|
2023
Q3 | $943K | Sell |
12,969
-2,943
| -18% | -$214K | 0.39% | 47 |
|
|
2023
Q2 | $1.41M | Sell |
15,912
-1,235
| -7% | -$110K | 0.52% | 37 |
|
|
2023
Q1 | $1.57M | Buy |
17,147
+12,585
| +276% | +$1.15M | 0.66% | 28 |
|
|
2022
Q4 | $359K | Buy |
+4,562
| New | +$359K | 0.15% | 100 |
|
|
2022
Q2 | – | Sell |
-2,477
| Closed | -$255K | – | 140 |
|
|
2022
Q1 | $255K | Sell |
2,477
-111
| -4% | -$11.4K | 0.09% | 121 |
|
|
2021
Q4 | $268K | Buy |
2,588
+504
| +24% | +$52.2K | 0.1% | 116 |
|
|
2021
Q3 | $261K | Sell |
2,084
-144
| -6% | -$18K | 0.11% | 103 |
|
|
2021
Q2 | $277K | Buy |
2,228
+565
| +34% | +$70.2K | 0.12% | 100 |
|
|
2021
Q1 | $203K | Buy |
+1,663
| New | +$203K | 0.12% | 111 |
|