PWM
Prentice Wealth Management’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,251
| Closed | -$112K | – | 137 |
|
|
2022
Q2 | $112K | Sell |
1,251
-956
| -43% | -$85.6K | 0.11% | 55 |
|
|
2022
Q1 | $247K | Buy |
+2,207
| New | +$247K | 0.12% | 87 |
|
|
2021
Q4 | – | Sell |
-2,577
| Closed | -$323K | – | 218 |
|
|
2021
Q3 | $323K | Buy |
2,577
+26
| +1% | +$3.26K | 0.16% | 66 |
|
|
2021
Q2 | $317K | Buy |
2,551
+501
| +24% | +$62.3K | 0.16% | 64 |
|
|
2021
Q1 | $242K | Buy |
+2,050
| New | +$242K | 0.13% | 76 |
|