Fortis Capital Advisors’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,981
| Closed | -$434K | – | 180 |
|
|
2024
Q1 | $434K | Buy |
4,981
+716
| +17% | +$62.4K | 0.18% | 101 |
|
|
2023
Q4 | $351K | Hold |
4,265
| – | – | 0.19% | 77 |
|
|
2023
Q3 | $334K | Buy |
4,265
+610
| +17% | +$47.8K | 0.21% | 69 |
|
|
2023
Q2 | $322K | Hold |
3,655
| – | – | 0.19% | 76 |
|
|
2023
Q1 | $295K | Hold |
3,655
| – | – | 0.16% | 86 |
|
|
2022
Q4 | $284K | Buy |
+3,655
| New | +$284K | 0.17% | 82 |
|