CM Wealth Advisors’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,699
| Closed | -$303K | – | 137 |
|
|
2024
Q1 | $303K | Buy |
+3,699
| New | +$303K | 0.09% | 135 |
|
|
2023
Q3 | – | Sell |
-2,758
| Closed | -$243K | – | 134 |
|
|
2023
Q2 | $243K | Sell |
2,758
-9,710
| -78% | -$857K | 0.08% | 133 |
|
|
2023
Q1 | $1.12M | Buy |
+12,468
| New | +$1.12M | 0.22% | 130 |
|