Mosaic Family Wealth Partners’s Medtronic MDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-2,978
Closed -$233K 198
2023
Q3
$233K Hold
2,978
0.05% 165
2023
Q2
$262K Hold
2,978
0.05% 157
2023
Q1
$240K Sell
2,978
-55
-2% -$4.44K 0.05% 158
2022
Q4
$236K Buy
+3,033
New +$236K 0.07% 159