Graves Light Lenhart Wealth’s Medtronic MDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-1,417
Closed -$127K 402
2022
Q2
$127K Sell
1,417
-46
-3% -$4.12K 0.02% 209
2022
Q1
$162K Sell
1,463
-662
-31% -$73.3K 0.02% 198
2021
Q4
$220K Buy
2,125
+167
+9% +$17.3K 0.03% 184
2021
Q3
$245K Sell
1,958
-23
-1% -$2.88K 0.04% 160
2021
Q2
$246K Sell
1,981
-155
-7% -$19.2K 0.04% 159
2021
Q1
$252K Buy
2,136
+21
+1% +$2.48K 0.04% 158
2020
Q4
$248K Sell
2,115
-198
-9% -$23.2K 0.05% 149
2020
Q3
$240K Buy
+2,313
New +$240K 0.05% 140
2020
Q1
Sell
-2,261
Closed -$257K 168
2019
Q4
$257K Sell
2,261
-163
-7% -$18.5K 0.05% 143
2019
Q3
$264K Buy
2,424
+64
+3% +$6.97K 0.06% 144
2019
Q2
$230K Sell
2,360
-106
-4% -$10.3K 0.06% 144
2019
Q1
$225K Buy
+2,466
New +$225K 0.06% 139