KCS Wealth Advisory’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,281
| Closed | -$253K | – | 165 |
|
|
2022
Q1 | $253K | Buy |
2,281
+110
| +5% | +$12.2K | 0.12% | 143 |
|
|
2021
Q4 | $225K | Hold |
2,171
| – | – | 0.09% | 151 |
|
|
2021
Q3 | $272K | Buy |
2,171
+12
| +0.6% | +$1.5K | 0.13% | 130 |
|
|
2021
Q2 | $268K | Sell |
2,159
-106
| -5% | -$13.2K | 0.13% | 133 |
|
|
2021
Q1 | $268K | Buy |
2,265
+369
| +19% | +$43.7K | 0.14% | 129 |
|
|
2020
Q4 | $222K | Sell |
1,896
-26
| -1% | -$3.04K | 0.15% | 139 |
|
|
2020
Q3 | $200K | Sell |
1,922
-489
| -20% | -$50.9K | 0.16% | 137 |
|
|
2020
Q2 | $221K | Hold |
2,411
| – | – | 0.18% | 131 |
|
|
2020
Q1 | $217K | Sell |
2,411
-1
| -0% | -$90 | 0.22% | 122 |
|
|
2019
Q4 | $274K | Sell |
2,412
-205
| -8% | -$23.3K | 0.21% | 129 |
|
|
2019
Q3 | $284K | Sell |
2,617
-135
| -5% | -$14.7K | 0.2% | 124 |
|
|
2019
Q2 | $268K | Buy |
2,752
+207
| +8% | +$20.2K | 0.21% | 129 |
|
|
2019
Q1 | $232K | Buy |
2,545
+249
| +11% | +$22.7K | 0.2% | 134 |
|
|
2018
Q4 | $209K | Buy |
2,296
+158
| +7% | +$14.4K | 0.22% | 142 |
|
|
2018
Q3 | $210K | Buy |
+2,138
| New | +$210K | 0.19% | 141 |
|