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 |
|