Drive Wealth Management’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 |
-2,652
| Closed | -$210K | – | 317 |
|
2023
Q3 | $210K | Sell |
2,652
-263
| -9% | -$20.8K | 0.08% | 239 |
|
2023
Q2 | $259K | Sell |
2,915
-298
| -9% | -$26.4K | 0.1% | 203 |
|
2023
Q1 | $261K | Buy |
+3,213
| New | +$261K | 0.11% | 203 |
|
2022
Q2 | – | Sell |
-6,376
| Closed | -$711K | – | 180 |
|
2022
Q1 | $711K | Buy |
6,376
+691
| +12% | +$77.1K | 0.6% | 40 |
|
2021
Q4 | $589K | Buy |
+5,685
| New | +$589K | 0.52% | 44 |
|