MFW
Mosaic Family Wealth’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $343K | Sell |
3,313
-390
| -11% | -$40.4K | 0.09% | 121 |
|
|
2021
Q3 | $464K | Buy |
3,703
+289
| +8% | +$36.2K | 0.13% | 108 |
|
|
2021
Q2 | $424K | Hold |
3,414
| – | – | 0.12% | 102 |
|
|
2021
Q1 | $403K | Buy |
3,414
+35
| +1% | +$4.13K | 0.12% | 101 |
|
|
2020
Q4 | $396K | Sell |
3,379
-428
| -11% | -$50.2K | 0.13% | 100 |
|
|
2020
Q3 | $396K | Buy |
3,807
+544
| +17% | +$56.6K | 0.15% | 87 |
|
|
2020
Q2 | $299K | Sell |
3,263
-120
| -4% | -$11K | 0.12% | 104 |
|
|
2020
Q1 | $305K | Sell |
3,383
-488
| -13% | -$44K | 0.15% | 90 |
|
|
2019
Q4 | $439K | Sell |
3,871
-1,817
| -32% | -$206K | 0.18% | 88 |
|
|
2019
Q3 | $618K | Buy |
5,688
+8
| +0.1% | +$869 | 0.25% | 66 |
|
|
2019
Q2 | $553K | Buy |
5,680
+332
| +6% | +$32.3K | 0.23% | 70 |
|
|
2019
Q1 | $487K | Buy |
5,348
+117
| +2% | +$10.7K | 0.2% | 74 |
|
|
2018
Q4 | $476K | Buy |
5,231
+39
| +0.8% | +$3.55K | 0.2% | 69 |
|
|
2018
Q3 | $478K | Buy |
5,192
+720
| +16% | +$66.3K | 0.2% | 77 |
|
|
2018
Q2 | $383K | Buy |
4,472
+7
| +0.2% | +$600 | 0.15% | 103 |
|
|
2018
Q1 | $358K | Buy |
4,465
+46
| +1% | +$3.69K | 0.13% | 105 |
|
|
2017
Q4 | $357K | Sell |
4,419
-7,127
| -62% | -$576K | 0.13% | 113 |
|
|
2017
Q3 | $898K | Buy |
11,546
+1,224
| +12% | +$95.2K | 0.35% | 51 |
|
|
2017
Q2 | $916K | Sell |
10,322
-213
| -2% | -$18.9K | 0.38% | 44 |
|
|
2017
Q1 | $849K | Buy |
10,535
+4,371
| +71% | +$352K | 0.37% | 50 |
|
|
2016
Q4 | $439K | Buy |
6,164
+1,164
| +23% | +$82.9K | 0.2% | 96 |
|
|
2016
Q3 | $432K | Buy |
5,000
+141
| +3% | +$12.2K | 0.2% | 95 |
|
|
2016
Q2 | $422K | Sell |
4,859
-4,535
| -48% | -$394K | 0.2% | 93 |
|
|
2016
Q1 | $704K | Buy |
9,394
+123
| +1% | +$9.22K | 0.34% | 58 |
|
|
2015
Q4 | $713K | Buy |
+9,271
| New | +$713K | 0.32% | 62 |
|