Institute for Wealth Management’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,380
| Closed | -$210K | – | 462 |
|
|
2023
Q2 | $210K | Buy |
+2,380
| New | +$210K | 0.04% | 423 |
|
|
2022
Q4 | – | Sell |
-2,978
| Closed | -$241K | – | 456 |
|
|
2022
Q3 | $241K | Hold |
2,978
| – | – | 0.05% | 381 |
|
|
2022
Q2 | $267K | Hold |
2,978
| – | – | 0.05% | 420 |
|
|
2022
Q1 | $330K | Sell |
2,978
-28
| -0.9% | -$3.1K | 0.05% | 396 |
|
|
2021
Q4 | $311K | Sell |
3,006
-25
| -0.8% | -$2.59K | 0.05% | 370 |
|
|
2021
Q3 | $380K | Hold |
3,031
| – | – | 0.07% | 321 |
|
|
2021
Q2 | $376K | Sell |
3,031
-130
| -4% | -$16.1K | 0.07% | 326 |
|
|
2021
Q1 | $373K | Buy |
3,161
+52
| +2% | +$6.14K | 0.07% | 315 |
|
|
2020
Q4 | $364K | Buy |
3,109
+355
| +13% | +$41.6K | 0.07% | 312 |
|
|
2020
Q3 | $286K | Buy |
2,754
+48
| +2% | +$4.99K | 0.07% | 320 |
|
|
2020
Q2 | $248K | Buy |
2,706
+83
| +3% | +$7.61K | 0.06% | 357 |
|
|
2020
Q1 | $237K | Buy |
2,623
+49
| +2% | +$4.43K | 0.07% | 326 |
|
|
2019
Q4 | $292K | Sell |
2,574
-102
| -4% | -$11.6K | 0.07% | 350 |
|
|
2019
Q3 | $291K | Sell |
2,676
-585
| -18% | -$63.6K | 0.07% | 330 |
|
|
2019
Q2 | $318K | Sell |
3,261
-466
| -13% | -$45.4K | 0.07% | 338 |
|
|
2019
Q1 | $339K | Buy |
3,727
+501
| +16% | +$45.6K | 0.07% | 312 |
|
|
2018
Q4 | $293K | Buy |
+3,226
| New | +$293K | 0.12% | 197 |
|