McClarren Financial Advisors’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-16
| Closed | -$1K | – | 375 |
|
|
2023
Q2 | $1K | Sell |
16
-11
| -41% | -$688 | ﹤0.01% | 316 |
|
|
2023
Q1 | $1K | Hold |
27
| – | – | ﹤0.01% | 306 |
|
|
2022
Q4 | $2K | Buy |
27
+6
| +29% | +$444 | ﹤0.01% | 298 |
|
|
2022
Q3 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 289 |
|
|
2022
Q2 | – | Sell |
-20
| Closed | -$2K | – | 168 |
|
|
2022
Q1 | $2K | Sell |
20
-2
| -9% | -$200 | ﹤0.01% | 254 |
|
|
2021
Q4 | $3K | Buy |
22
+2
| +10% | +$273 | ﹤0.01% | 281 |
|
|
2021
Q3 | $2K | Hold |
20
| – | – | ﹤0.01% | 259 |
|
|
2021
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 282 |
|
|
2021
Q1 | $2K | Hold |
20
| – | – | ﹤0.01% | 240 |
|
|
2020
Q4 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 203 |
|