ERTS Wealth Advisors’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,420
| Closed | -$269K | – | 89 |
|
|
2024
Q2 | $269K | Buy |
3,420
+18
| +0.5% | +$1.42K | 0.05% | 79 |
|
|
2024
Q1 | $296K | Sell |
3,402
-117
| -3% | -$10.2K | 0.06% | 74 |
|
|
2023
Q4 | $290K | Buy |
3,519
+164
| +5% | +$13.5K | 0.06% | 70 |
|
|
2023
Q3 | $263K | Buy |
3,355
+559
| +20% | +$43.8K | 0.06% | 69 |
|
|
2023
Q2 | $246K | Sell |
2,796
-27
| -1% | -$2.38K | 0.06% | 80 |
|
|
2023
Q1 | $228K | Sell |
2,823
-562
| -17% | -$45.3K | 0.06% | 86 |
|
|
2022
Q4 | $263K | Sell |
3,385
-453
| -12% | -$35.2K | 0.07% | 84 |
|
|
2022
Q3 | $310K | Buy |
3,838
+1,535
| +67% | +$124K | 0.09% | 64 |
|
|
2022
Q2 | $207K | Buy |
+2,303
| New | +$207K | 0.06% | 85 |
|
|
2019
Q1 | – | Sell |
-29
| Closed | -$3K | – | 222 |
|
|
2018
Q4 | $3K | Buy |
+29
| New | +$3K | ﹤0.01% | 289 |
|