Sax Wealth Advisors’s Medtronic MDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-1,700
Closed -$213K 184
2021
Q3
$213K Hold
1,700
0.05% 161
2021
Q2
$211K Hold
1,700
0.07% 148
2021
Q1
$201K Buy
+1,700
New +$201K 0.07% 143