LGWM
Litman Gregory Wealth Management’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-322
| Closed | -$38K | – | 140 |
|
|
2021
Q1 | $38K | Sell |
322
-2,640
| -89% | -$312K | 0.01% | 107 |
|
|
2020
Q4 | $347K | Buy |
2,962
+171
| +6% | +$20K | 0.06% | 52 |
|
|
2020
Q3 | $290K | Buy |
2,791
+11
| +0.4% | +$1.14K | 0.06% | 53 |
|
|
2020
Q2 | $255K | Sell |
2,780
-61
| -2% | -$5.6K | 0.06% | 54 |
|
|
2020
Q1 | $256K | Buy |
+2,841
| New | +$256K | 0.06% | 50 |
|
|
2019
Q4 | – | Sell |
-36
| Closed | -$4K | – | 244 |
|
|
2019
Q3 | $4K | Sell |
36
-37
| -51% | -$4.11K | ﹤0.01% | 160 |
|
|
2019
Q2 | $7K | Buy |
+73
| New | +$7K | ﹤0.01% | 161 |
|