Mountain Capital Investment Advisors’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,830
| Closed | -$851K | – | 64 |
|
|
2023
Q4 | $851K | Buy |
9,830
+1,569
| +19% | +$136K | 0.29% | 28 |
|
|
2023
Q3 | $584K | Sell |
8,261
-832
| -9% | -$58.8K | 0.22% | 38 |
|
|
2023
Q2 | $807K | Buy |
+9,093
| New | +$807K | 0.3% | 47 |
|
|
2021
Q2 | – | Sell |
-7,107
| Closed | -$879K | – | 135 |
|
|
2021
Q1 | $879K | Buy |
7,107
+4,070
| +134% | +$503K | 0.44% | 90 |
|
|
2020
Q4 | $360K | Buy |
3,037
+344
| +13% | +$40.8K | 0.22% | 115 |
|
|
2020
Q3 | $294K | Buy |
+2,693
| New | +$294K | 0.19% | 89 |
|