Clearview Wealth Advisors’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-148
| Closed | -$13K | – | 412 |
|
|
2023
Q2 | $13K | Sell |
148
-71
| -32% | -$6.25K | 0.01% | 333 |
|
|
2023
Q1 | $17.7K | Sell |
219
-55
| -20% | -$4.45K | 0.02% | 291 |
|
|
2022
Q4 | $21.4K | Hold |
274
| – | – | 0.02% | 239 |
|
|
2022
Q3 | $22K | Hold |
274
| – | – | 0.02% | 245 |
|
|
2022
Q2 | $25K | Hold |
274
| – | – | 0.02% | 249 |
|
|
2022
Q1 | $30K | Sell |
274
-50
| -15% | -$5.47K | 0.02% | 249 |
|
|
2021
Q4 | $34K | Sell |
324
-1
| -0.3% | -$105 | 0.02% | 266 |
|
|
2021
Q3 | $41K | Buy |
325
+1
| +0.3% | +$126 | 0.03% | 251 |
|
|
2021
Q2 | $40K | Hold |
324
| – | – | 0.02% | 264 |
|
|
2021
Q1 | $38K | Hold |
324
| – | – | 0.02% | 256 |
|
|
2020
Q4 | $38K | Buy |
+324
| New | +$38K | 0.03% | 223 |
|