PRW Wealth Management’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 |
-23,307
| Closed | -$2.89M | – | 212 |
|
|
2021
Q2 | $2.89M | Buy |
+23,307
| New | +$2.89M | 0.85% | 25 |
|
|
2020
Q1 | – | Sell |
-6,926
| Closed | -$786K | – | 67 |
|
|
2019
Q4 | $786K | Hold |
6,926
| – | – | 0.89% | 30 |
|
|
2019
Q3 | $753K | Sell |
6,926
-2,424
| -26% | -$264K | 0.91% | 27 |
|
|
2019
Q2 | $911K | Sell |
9,350
-10
| -0.1% | -$974 | 1.01% | 25 |
|
|
2019
Q1 | $852K | Sell |
9,360
-1,493
| -14% | -$136K | 0.79% | 26 |
|
|
2018
Q4 | $986K | Buy |
+10,853
| New | +$986K | 1.23% | 20 |
|