Invera Wealth 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	-5,778	Closed	-$458K	–	61
2024 Q1	$458K	Buy	5,778 +2,576	+80%	+$204K	0.39%	52
2023 Q4	$264K	Buy	+3,202	New	+$264K	0.17%	88