CPWM
Cypress Point Wealth Management’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-625
| Closed | -$78K | – | 108 |
|
|
2021
Q3 | $78K | Hold |
625
| – | – | 0.06% | 51 |
|
|
2021
Q2 | $78K | Buy |
+625
| New | +$78K | 0.06% | 51 |
|
|
2021
Q1 | – | Sell |
-5,245
| Closed | -$614K | – | 161 |
|
|
2020
Q4 | $614K | Buy |
+5,245
| New | +$614K | 0.93% | 33 |
|