Endurance 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
Q2
$234K Hold
2,661
0.03% 179
2023
Q1
$215K Hold
2,661
0.03% 187
2022
Q4
$207K Sell
2,661
-15
-0.6% -$1.17K 0.03% 182
2022
Q3
$216K Buy
2,676
+1,200
+81% +$96.9K 0.04% 175
2022
Q2
$132K Sell
1,476
-334
-18% -$29.9K 0.02% 228
2022
Q1
$201K Sell
1,810
-200
-10% -$22.2K 0.03% 201
2021
Q4
$208K Hold
2,010
0.02% 213
2021
Q3
$252K Hold
2,010
0.03% 200
2021
Q2
$249K Sell
2,010
-16
-0.8% -$1.98K 0.03% 202
2021
Q1
$239K Buy
2,026
+34
+2% +$4.01K 0.03% 202
2020
Q4
$233K Sell
1,992
-94
-5% -$11K 0.03% 191
2020
Q3
$217K Hold
2,086
0.03% 181
2020
Q2
$191K Hold
2,086
0.03% 185
2020
Q1
$188K Buy
2,086
+125
+6% +$11.3K 0.04% 177
2019
Q4
$222K Buy
1,961
+215
+12% +$24.3K 0.03% 176
2019
Q3
$190K Buy
1,746
+250
+17% +$27.2K 0.03% 178
2019
Q2
$146K Hold
1,496
0.02% 194
2019
Q1
$136K Hold
1,496
0.02% 194
2018
Q4
$136K Buy
1,496
+47
+3% +$4.27K 0.03% 189
2018
Q3
$143K Sell
1,449
-49
-3% -$4.84K 0.02% 193
2018
Q2
$128K Sell
1,498
-400
-21% -$34.2K 0.02% 202
2018
Q1
$152K Hold
1,898
0.03% 200
2017
Q4
$153K Hold
1,898
0.02% 194
2017
Q3
$148K Buy
1,898
+50
+3% +$3.9K 0.02% 192
2017
Q2
$164K Hold
1,848
0.03% 184
2017
Q1
$149K Sell
1,848
-147
-7% -$11.9K 0.03% 188
2016
Q4
$142K Hold
1,995
0.03% 193
2016
Q3
$172K Hold
1,995
0.03% 180
2016
Q2
$173K Sell
1,995
-300
-13% -$26K 0.03% 169
2016
Q1
$173 Hold
2,295
0.02% 169
2015
Q4
$176K Sell
2,295
-273
-11% -$20.9K 0.03% 174
2015
Q3
$188K Hold
2,568
0.03% 170
2015
Q2
$190K Buy
+2,568
New +$190K 0.03% 165