Executive Wealth Management’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 |
-4,860
| Closed | -$383K | – | 268 |
|
|
2024
Q2 | $383K | Buy |
4,860
+755
| +18% | +$59.4K | 0.07% | 89 |
|
|
2024
Q1 | $357K | Buy |
+4,105
| New | +$357K | 0.03% | 178 |
|
|
2019
Q3 | – | Sell |
-677
| Closed | -$66K | – | 516 |
|
|
2019
Q2 | $66K | Hold |
677
| – | – | 0.01% | 255 |
|
|
2019
Q1 | $62K | Buy |
677
+32
| +5% | +$2.93K | 0.01% | 235 |
|
|
2018
Q4 | $59K | Buy |
+645
| New | +$59K | 0.01% | 256 |
|