KLR Investment Advisors’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,680
| Closed | -$218K | – | 194 |
|
|
2023
Q3 | $218K | Sell |
2,680
-1,886
| -41% | -$153K | 0.2% | 161 |
|
|
2023
Q2 | $405K | Buy |
4,566
+1,749
| +62% | +$155K | 0.33% | 95 |
|
|
2023
Q1 | $229K | Sell |
2,817
-2
| -0.1% | -$163 | 0.2% | 160 |
|
|
2022
Q4 | $221K | Buy |
+2,819
| New | +$221K | 0.18% | 159 |
|