PBMares Wealth Management’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,962
| Closed | -$218K | – | 163 |
|
|
2022
Q1 | $218K | Hold |
1,962
| – | – | 0.13% | 139 |
|
|
2021
Q4 | $203K | Hold |
1,962
| – | – | 0.09% | 151 |
|
|
2021
Q3 | $246K | Hold |
1,962
| – | – | 0.12% | 137 |
|
|
2021
Q2 | $244K | Hold |
1,962
| – | – | 0.13% | 134 |
|
|
2021
Q1 | $232K | Hold |
1,962
| – | – | 0.19% | 129 |
|
|
2020
Q4 | $230K | Hold |
1,962
| – | – | 0.26% | 114 |
|
|
2020
Q3 | $204K | Buy |
+1,962
| New | +$204K | 0.3% | 102 |
|
|
2020
Q1 | – | Sell |
-2,312
| Closed | -$262K | – | 123 |
|
|
2019
Q4 | $262K | Buy |
+2,312
| New | +$262K | 0.31% | 99 |
|