Perfromance 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
Q3 | – | Sell |
-3,253
| Closed | -$283K | – | 177 |
|
|
2023
Q2 | $283K | Buy |
+3,253
| New | +$283K | 0.01% | 147 |
|
|
2022
Q4 | – | Sell |
-2,829
| Closed | -$228K | – | 169 |
|
|
2022
Q3 | $228K | Sell |
2,829
-380
| -12% | -$30.6K | 0.01% | 142 |
|
|
2022
Q2 | $288K | Buy |
3,209
+294
| +10% | +$26.4K | 0.02% | 129 |
|
|
2022
Q1 | $323K | Sell |
2,915
-2,341
| -45% | -$259K | 0.01% | 131 |
|
|
2021
Q4 | $544K | Buy |
+5,256
| New | +$544K | 0.02% | 114 |
|