Lucia Wealth Services’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.35M | Buy |
12,995
+2,801
| +27% | +$291K | 0.32% | 59 |
|
|
2020
Q2 | $935K | Buy |
10,194
+3,647
| +56% | +$335K | 0.25% | 68 |
|
|
2020
Q1 | $590K | Buy |
+6,547
| New | +$590K | 0.2% | 93 |
|
|
2018
Q2 | – | Sell |
-9,448
| Closed | -$758K | – | 219 |
|
|
2018
Q1 | $758K | Buy |
9,448
+4,112
| +77% | +$330K | 0.25% | 89 |
|
|
2017
Q4 | $431K | Buy |
+5,336
| New | +$431K | 0.19% | 93 |
|