LFS
Legacy Financial Strategies’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-14,477
| Closed | -$1.61M | – | 68 |
|
|
2022
Q1 | $1.61M | Buy |
14,477
+2,953
| +26% | +$328K | 0.68% | 30 |
|
|
2021
Q4 | $1.19M | Buy |
11,524
+56
| +0.5% | +$5.79K | 0.52% | 38 |
|
|
2021
Q3 | $1.44M | Buy |
11,468
+720
| +7% | +$90.3K | 0.68% | 30 |
|
|
2021
Q2 | $1.33M | Buy |
10,748
+665
| +7% | +$82.5K | 0.64% | 35 |
|
|
2021
Q1 | $1.19M | Buy |
10,083
+422
| +4% | +$49.8K | 0.63% | 33 |
|
|
2020
Q4 | $1.13M | Buy |
9,661
+123
| +1% | +$14.4K | 0.58% | 32 |
|
|
2020
Q3 | $991K | Buy |
9,538
+586
| +7% | +$60.9K | 0.57% | 33 |
|
|
2020
Q2 | $821K | Buy |
8,952
+453
| +5% | +$41.5K | 0.63% | 33 |
|
|
2020
Q1 | $766K | Buy |
8,499
+281
| +3% | +$25.3K | 0.73% | 21 |
|
|
2019
Q4 | $932K | Buy |
8,218
+583
| +8% | +$66.1K | 0.75% | 23 |
|
|
2019
Q3 | $811K | Buy |
7,635
+398
| +5% | +$42.3K | 0.72% | 22 |
|
|
2019
Q2 | $724K | Buy |
7,237
+323
| +5% | +$32.3K | 0.68% | 27 |
|
|
2019
Q1 | $630K | Buy |
6,914
+372
| +6% | +$33.9K | 0.54% | 32 |
|
|
2018
Q4 | $595K | Buy |
6,542
+231
| +4% | +$21K | 0.59% | 18 |
|
|
2018
Q3 | $581K | Buy |
6,311
+981
| +18% | +$90.3K | 0.59% | 19 |
|
|
2018
Q2 | $456K | Buy |
5,330
+635
| +14% | +$54.3K | 0.41% | 54 |
|
|
2018
Q1 | $377K | Buy |
4,695
+1,654
| +54% | +$133K | 0.37% | 63 |
|
|
2017
Q4 | $246K | Buy |
+3,041
| New | +$246K | 0.26% | 86 |
|