Pinion 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 |
-6,083
| Closed | -$501K | – | 158 |
|
2023
Q4 | $501K | Buy |
6,083
+6
| +0.1% | +$494 | 0.3% | 75 |
|
2023
Q3 | $476K | Buy |
6,077
+442
| +8% | +$34.6K | 0.31% | 79 |
|
2023
Q2 | $496K | Buy |
5,635
+1,104
| +24% | +$97.3K | 0.34% | 75 |
|
2023
Q1 | $365K | Buy |
4,531
+1,881
| +71% | +$152K | 0.34% | 77 |
|
2022
Q4 | $206K | Buy |
2,650
+1
| +0% | +$78 | 0.19% | 119 |
|
2022
Q3 | $214K | Sell |
2,649
-849
| -24% | -$68.6K | 0.19% | 144 |
|
2022
Q2 | $314K | Sell |
3,498
-1,121
| -24% | -$101K | 0.26% | 119 |
|
2022
Q1 | $512K | Buy |
+4,619
| New | +$512K | 0.35% | 86 |
|