CWS 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
Q4 | – | Sell |
-2,622
| Closed | -$205K | – | 164 |
|
|
2023
Q3 | $205K | Buy |
2,622
+276
| +12% | +$21.6K | 0.08% | 141 |
|
|
2023
Q2 | $207K | Buy |
+2,346
| New | +$207K | 0.08% | 143 |
|
|
2023
Q1 | – | Sell |
-2,440
| Closed | -$288K | – | 152 |
|
|
2022
Q4 | $288K | Sell |
2,440
-242
| -9% | -$28.6K | 0.12% | 111 |
|
|
2022
Q3 | $217K | Sell |
2,682
-874
| -25% | -$70.7K | 0.1% | 127 |
|
|
2022
Q2 | $319K | Buy |
3,556
+906
| +34% | +$81.3K | 0.15% | 107 |
|
|
2022
Q1 | $294K | Buy |
2,650
+83
| +3% | +$9.21K | 0.11% | 115 |
|
|
2021
Q4 | $266K | Buy |
+2,567
| New | +$266K | 0.09% | 132 |
|
|
2021
Q2 | $311K | Buy |
2,509
+69
| +3% | +$8.55K | 0.12% | 111 |
|
|
2021
Q1 | $288K | Buy |
2,440
+45
| +2% | +$5.31K | 0.12% | 111 |
|
|
2020
Q4 | $281K | Sell |
2,395
-9
| -0.4% | -$1.06K | 0.16% | 101 |
|
|
2020
Q3 | $250K | Sell |
2,404
-221
| -8% | -$23K | 0.17% | 103 |
|
|
2020
Q2 | $241K | Buy |
2,625
+174
| +7% | +$16K | 0.17% | 110 |
|
|
2020
Q1 | $278K | Hold |
2,451
| – | – | 0.21% | 91 |
|
|
2019
Q4 | $278K | Buy |
+2,451
| New | +$278K | 0.2% | 92 |
|