Epic Trust Investment Advisors’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 |
-2,462
| Closed | -$217K | – | 100 |
|
|
2023
Q2 | $217K | Buy |
+2,462
| New | +$217K | 0.31% | 93 |
|
|
2022
Q4 | – | Sell |
-2,819
| Closed | -$228K | – | 100 |
|
|
2022
Q3 | $228K | Buy |
2,819
+306
| +12% | +$24.7K | 0.32% | 93 |
|
|
2022
Q2 | $226K | Buy |
2,513
+437
| +21% | +$39.3K | 0.43% | 56 |
|
|
2022
Q1 | $230K | Buy |
+2,076
| New | +$230K | 0.36% | 67 |
|