Circle Wealth Management’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 |
-1,893
| Closed | -$237K | – | 201 |
|
|
2021
Q3 | $237K | Buy |
1,893
+4
| +0.2% | +$501 | 0.03% | 163 |
|
|
2021
Q2 | $234K | Buy |
1,889
+63
| +3% | +$7.8K | 0.03% | 168 |
|
|
2021
Q1 | $216K | Hold |
1,826
| – | – | 0.03% | 160 |
|
|
2020
Q4 | $214K | Buy |
+1,826
| New | +$214K | 0.03% | 214 |
|
|
2020
Q1 | – | Sell |
-1,769
| Closed | -$201K | – | 208 |
|
|
2019
Q4 | $201K | Sell |
1,769
-127
| -7% | -$14.4K | 0.03% | 179 |
|
|
2019
Q3 | $206K | Buy |
+1,896
| New | +$206K | 0.04% | 159 |
|