Compass Financial Advisors’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-7,405
| Closed | -$597K | – | 56 |
|
|
2023
Q1 | $597K | Buy |
7,405
+480
| +7% | +$38.7K | 0.76% | 45 |
|
|
2022
Q4 | $538K | Buy |
6,925
+2,086
| +43% | +$162K | 0.73% | 45 |
|
|
2022
Q3 | $391K | Sell |
4,839
-78
| -2% | -$6.3K | 0.58% | 62 |
|
|
2022
Q2 | $441K | Buy |
4,917
+3,022
| +159% | +$271K | 0.6% | 55 |
|
|
2022
Q1 | $210K | Buy |
+1,895
| New | +$210K | 0.23% | 130 |
|