Leverty Financial Group’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 |
-4,014
| Closed | -$350K | – | 36 |
|
|
2024
Q1 | $350K | Hold |
4,014
| – | – | 0.21% | 22 |
|
|
2023
Q4 | $331K | Hold |
4,014
| – | – | 0.21% | 22 |
|
|
2023
Q3 | $315K | Buy |
4,014
+208
| +5% | +$16.3K | 0.23% | 17 |
|
|
2023
Q2 | $335K | Hold |
3,806
| – | – | 0.24% | 18 |
|
|
2023
Q1 | $307K | Hold |
3,806
| – | – | 0.24% | 17 |
|
|
2022
Q4 | $296K | Buy |
3,806
+466
| +14% | +$36.2K | 0.25% | 20 |
|
|
2022
Q3 | $269K | Hold |
3,340
| – | – | 0.26% | 17 |
|
|
2022
Q2 | $299K | Hold |
3,340
| – | – | 0.28% | 17 |
|
|
2022
Q1 | $370K | Hold |
3,340
| – | – | 0.29% | 15 |
|
|
2021
Q4 | $345K | Buy |
+3,340
| New | +$345K | 0.27% | 12 |
|