Curated Wealth Partners’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 |
-2,324
| Closed | -$205K | – | 142 |
|
|
2023
Q2 | $205K | Buy |
+2,324
| New | +$205K | 0.04% | 131 |
|
|
2022
Q3 | – | Sell |
-2,381
| Closed | -$215K | – | 131 |
|
|
2022
Q2 | $215K | Sell |
2,381
-1,747
| -42% | -$158K | 0.06% | 118 |
|
|
2022
Q1 | $427K | Hold |
4,128
| – | – | 0.14% | 85 |
|
|
2021
Q4 | $427K | Sell |
4,128
-339
| -8% | -$35.1K | 0.14% | 88 |
|
|
2021
Q3 | $560K | Buy |
4,467
+34
| +0.8% | +$4.26K | 0.31% | 64 |
|
|
2021
Q2 | $550K | Buy |
4,433
+435
| +11% | +$54K | 0.3% | 65 |
|
|
2021
Q1 | $472K | Sell |
3,998
-398
| -9% | -$47K | 0.29% | 70 |
|
|
2020
Q4 | $515K | Buy |
+4,396
| New | +$515K | 0.33% | 57 |
|