Liberty Wealth Management’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-979
| Closed | -$121K | – | 726 |
|
|
2021
Q3 | $121K | Buy |
979
+338
| +53% | +$41.8K | 0.04% | 250 |
|
|
2021
Q2 | $80K | Sell |
641
-583
| -48% | -$72.8K | 0.03% | 244 |
|
|
2021
Q1 | $136K | Hold |
1,224
| – | – | 0.07% | 144 |
|
|
2020
Q4 | $136K | Buy |
1,224
+94
| +8% | +$10.4K | 0.07% | 143 |
|
|
2020
Q3 | $117K | Sell |
1,130
-21
| -2% | -$2.17K | 0.07% | 147 |
|
|
2020
Q2 | $106K | Sell |
1,151
-41
| -3% | -$3.78K | 0.07% | 143 |
|
|
2020
Q1 | $108K | Sell |
1,192
-8
| -0.7% | -$725 | 0.09% | 130 |
|
|
2019
Q4 | $136K | Buy |
1,200
+13
| +1% | +$1.47K | 0.11% | 127 |
|
|
2019
Q3 | $129K | Buy |
1,187
+103
| +10% | +$11.2K | 0.12% | 125 |
|
|
2019
Q2 | $106K | Sell |
1,084
-2
| -0.2% | -$196 | 0.09% | 158 |
|
|
2019
Q1 | $98K | Buy |
1,086
+46
| +4% | +$4.15K | 0.07% | 140 |
|
|
2018
Q4 | $94K | Buy |
+1,040
| New | +$94K | 0.07% | 135 |
|