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 |
|