CLA (CliftonLarsonAllen) Wealth 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	-5,930	Closed	-$743K	–	243
2021 Q3	$743K	Sell	5,930 -34	-0.6%	-$4.26K	0.03%	173
2021 Q2	$740K	Buy	+5,964	New	+$740K	0.03%	179
2019 Q4	–	Sell	-14,089	Closed	-$1.53M	–	153
2019 Q3	$1.53M	Buy	14,089 +3,921	+39%	+$426K	0.13%	79
2019 Q2	$990K	Sell	10,168 -1,954	-16%	-$190K	0.1%	80
2019 Q1	$1.1M	Buy	12,122 +874	+8%	+$79.6K	0.12%	74
2018 Q4	$1.02M	Buy	+11,248	New	+$1.02M	0.1%	100
2017 Q4	–	Sell	-15,417	Closed	-$1.2M	–	136
2017 Q3	$1.2M	Buy	15,417 +437	+3%	+$34K	0.13%	86
2017 Q2	$1.33M	Sell	14,980 -1,533	-9%	-$136K	0.15%	81
2017 Q1	$1.33M	Buy	16,513 +3,826	+30%	+$308K	0.15%	84
2016 Q4	$904K	Buy	12,687 +1,794	+16%	+$128K	0.1%	96
2016 Q3	$941K	Buy	10,893 +634	+6%	+$54.8K	0.11%	90
2016 Q2	$890K	Sell	10,259 -3,085	-23%	-$268K	0.13%	78
2016 Q1	$1M	Buy	13,344 +1,021	+8%	+$76.6K	0.16%	69
2015 Q4	$948K	Sell	12,323 -1,216	-9%	-$93.5K	0.16%	72
2015 Q3	$906K	Buy	13,539 +1,686	+14%	+$113K	0.17%	76
2015 Q2	$878K	Hold	11,853	–	–	0.18%	72
2015 Q1	$924K	Sell	11,853 -9,708	-45%	-$757K	0.21%	62
2014 Q4	$1.56M	Buy	21,561 +4,935	+30%	+$356K	0.34%	41
2014 Q3	$1.03M	Sell	16,626 -645	-4%	-$40K	0.22%	52
2014 Q2	$1.1M	Buy	17,271 +512	+3%	+$32.6K	0.22%	55
2014 Q1	$1.03M	Hold	16,759	–	–	0.23%	58
2013 Q4	$962K	Sell	16,759 -481	-3%	-$27.6K	0.24%	58
2013 Q3	$918K	Buy	+17,240	New	+$918K	0.25%	58