Independent Solutions Wealth Management’s Medtronic MDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-5,665
Closed -$710K 235
2021
Q3
$710K Buy
5,665
+463
+9% +$58K 0.18% 109
2021
Q2
$646K Buy
5,202
+832
+19% +$103K 0.16% 123
2021
Q1
$516K Buy
4,370
+230
+6% +$27.2K 0.14% 117
2020
Q4
$485K Buy
+4,140
New +$485K 0.15% 110