Evolution Wealth Advisors’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-623
| Closed | -$78K | – | 440 |
|
|
2021
Q3 | $78K | Sell |
623
-77
| -11% | -$9.64K | 0.02% | 166 |
|
|
2021
Q2 | $87K | Sell |
700
-283
| -29% | -$35.2K | 0.02% | 169 |
|
|
2021
Q1 | $116K | Buy |
983
+236
| +32% | +$27.8K | 0.03% | 143 |
|
|
2020
Q4 | $88K | Sell |
747
-77
| -9% | -$9.07K | 0.02% | 139 |
|
|
2020
Q3 | $86K | Buy |
824
+552
| +203% | +$57.6K | 0.02% | 154 |
|
|
2020
Q2 | $25K | Buy |
272
+218
| +404% | +$20K | 0.01% | 191 |
|
|
2020
Q1 | $5K | Sell |
54
-1,050
| -95% | -$97.2K | ﹤0.01% | 255 |
|
|
2019
Q4 | $125K | Buy |
+1,104
| New | +$125K | 0.03% | 95 |
|
|
2019
Q3 | – | Sell |
-196
| Closed | -$19K | – | 551 |
|
|
2019
Q2 | $19K | Buy |
+196
| New | +$19K | 0.01% | 132 |
|