CWP
CFM Wealth Partners’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,297
| Closed | -$290K | – | 150 |
|
|
2023
Q2 | $290K | Buy |
3,297
+48
| +1% | +$4.23K | 0.07% | 140 |
|
|
2023
Q1 | $262K | Buy |
+3,249
| New | +$262K | 0.07% | 137 |
|
|
2022
Q4 | – | Sell |
-3,460
| Closed | -$279K | – | 160 |
|
|
2022
Q3 | $279K | Hold |
3,460
| – | – | 0.09% | 128 |
|
|
2022
Q2 | $311K | Sell |
3,460
-147
| -4% | -$13.2K | 0.09% | 130 |
|
|
2022
Q1 | $400K | Buy |
3,607
+127
| +4% | +$14.1K | 0.1% | 129 |
|
|
2021
Q4 | $369K | Sell |
3,480
-460
| -12% | -$48.8K | 0.08% | 131 |
|
|
2021
Q3 | $493K | Buy |
3,940
+66
| +2% | +$8.26K | 0.12% | 112 |
|
|
2021
Q2 | $481K | Sell |
3,874
-160
| -4% | -$19.9K | 0.13% | 104 |
|
|
2021
Q1 | $477K | Sell |
4,034
-6,008
| -60% | -$710K | 0.14% | 100 |
|
|
2020
Q4 | $1.18M | Sell |
10,042
-2,332
| -19% | -$273K | 0.38% | 58 |
|
|
2020
Q3 | $1.29M | Sell |
12,374
-1,869
| -13% | -$194K | 0.47% | 45 |
|
|
2020
Q2 | $1.31M | Sell |
14,243
-2,093
| -13% | -$192K | 0.5% | 46 |
|
|
2020
Q1 | $1.47M | Buy |
+16,336
| New | +$1.47M | 0.68% | 37 |
|