Fermata Advisors’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,967
| Closed | -$218K | – | 184 |
|
|
2022
Q1 | $218K | Sell |
1,967
-383
| -16% | -$42.4K | 0.08% | 163 |
|
|
2021
Q4 | $243K | Buy |
2,350
+48
| +2% | +$4.96K | 0.09% | 158 |
|
|
2021
Q3 | $289K | Sell |
2,302
-4
| -0.2% | -$502 | 0.13% | 126 |
|
|
2021
Q2 | $286K | Buy |
+2,306
| New | +$286K | 0.17% | 105 |
|