OWA
Outlook Wealth Advisors’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-4,706
| Closed | -$432K | – | 169 |
|
|
2020
Q2 | $432K | Buy |
4,706
+127
| +3% | +$11.7K | 0.18% | 117 |
|
|
2020
Q1 | $413K | Buy |
4,579
+877
| +24% | +$79.1K | 0.23% | 87 |
|
|
2019
Q4 | $420K | Buy |
3,702
+147
| +4% | +$16.7K | 0.24% | 83 |
|
|
2019
Q3 | $386K | Buy |
3,555
+81
| +2% | +$8.8K | 0.23% | 101 |
|
|
2019
Q2 | $338K | Buy |
3,474
+236
| +7% | +$23K | 0.22% | 116 |
|
|
2019
Q1 | $295K | Buy |
+3,238
| New | +$295K | 0.24% | 112 |
|