River Wealth 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 |
-2,447
| Closed | -$202K | – | 215 |
|
|
2023
Q4 | $202K | Buy |
+2,447
| New | +$202K | 0.03% | 204 |
|
|
2023
Q3 | – | Sell |
-2,470
| Closed | -$218K | – | 208 |
|
|
2023
Q2 | $218K | Sell |
2,470
-213
| -8% | -$18.8K | 0.04% | 203 |
|
|
2023
Q1 | $216K | Buy |
+2,683
| New | +$216K | 0.04% | 198 |
|
|
2021
Q4 | – | Sell |
-2,058
| Closed | -$258K | – | 224 |
|
|
2021
Q3 | $258K | Sell |
2,058
-103
| -5% | -$12.9K | 0.04% | 194 |
|
|
2021
Q2 | $268K | Sell |
2,161
-58
| -3% | -$7.19K | 0.05% | 190 |
|
|
2021
Q1 | $262K | Sell |
2,219
-215
| -9% | -$25.4K | 0.05% | 191 |
|
|
2020
Q4 | $285K | Buy |
2,434
+70
| +3% | +$8.2K | 0.06% | 177 |
|
|
2020
Q3 | $246K | Buy |
+2,364
| New | +$246K | 0.06% | 179 |
|
|
2020
Q1 | – | Sell |
-1,917
| Closed | -$217K | – | 165 |
|
|
2019
Q4 | $217K | Buy |
+1,917
| New | +$217K | 0.07% | 158 |
|
|
2019
Q1 | – | Sell |
-1,300
| Closed | -$118K | – | 357 |
|
|
2018
Q4 | $118K | Sell |
1,300
-357
| -22% | -$32.4K | 0.05% | 177 |
|
|
2018
Q3 | $163K | Sell |
1,657
-27
| -2% | -$2.66K | 0.06% | 175 |
|
|
2018
Q2 | $144K | Buy |
+1,684
| New | +$144K | 0.06% | 180 |
|