Personal Wealth Partners’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,267
| Closed | -$157K | – | 264 |
|
|
2021
Q2 | $157K | Buy |
+1,267
| New | +$157K | 0.06% | 88 |
|
|
2020
Q1 | – | Sell |
-1,567
| Closed | -$178K | – | 377 |
|
|
2019
Q4 | $178K | Hold |
1,567
| – | – | 0.08% | 73 |
|
|
2019
Q3 | $170K | Sell |
1,567
-38
| -2% | -$4.12K | 0.08% | 74 |
|
|
2019
Q2 | $156K | Buy |
+1,605
| New | +$156K | 0.07% | 70 |
|
|
2019
Q1 | – | Sell |
-2,541
| Closed | -$231K | – | 66 |
|
|
2018
Q4 | $231K | Buy |
+2,541
| New | +$231K | 0.14% | 34 |
|