Legacy Wealth Partners’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-7,574
| Closed | -$895K | – | 98 |
|
|
2021
Q1 | $895K | Buy |
7,574
+314
| +4% | +$37.1K | 0.52% | 48 |
|
|
2020
Q4 | $850K | Buy |
7,260
+1,706
| +31% | +$200K | 0.53% | 47 |
|
|
2020
Q3 | $577K | Buy |
+5,554
| New | +$577K | 0.41% | 55 |
|
|
2020
Q1 | – | Sell |
-5,219
| Closed | -$629K | – | 97 |
|
|
2019
Q4 | $629K | Buy |
+5,219
| New | +$629K | 0.46% | 50 |
|