Lighthouse Financial Advisors’s Medtronic MDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
$2.67M Sell
22,632
-593
-3% -$70K 0.81% 37
2020
Q4
$2.72M Buy
23,225
+262
+1% +$30.7K 0.92% 34
2020
Q3
$2.39M Buy
22,963
+326
+1% +$33.9K 0.91% 34
2020
Q2
$2.07M Buy
22,637
+1,211
+6% +$111K 0.87% 33
2020
Q1
$1.92M Buy
21,426
+2,304
+12% +$207K 1.17% 26
2019
Q4
$2.17M Buy
+19,122
New +$2.17M 1.02% 23