Schneider Downs Wealth Management 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 |
-2,018
| Closed | -$253K | – | 158 |
|
|
2021
Q3 | $253K | Sell |
2,018
-10
| -0.5% | -$1.25K | 0.07% | 123 |
|
|
2021
Q2 | $252K | Buy |
2,028
+15
| +0.7% | +$1.86K | 0.07% | 117 |
|
|
2021
Q1 | $238K | Sell |
2,013
-509
| -20% | -$60.2K | 0.06% | 120 |
|
|
2020
Q4 | $295K | Sell |
2,522
-9
| -0.4% | -$1.05K | 0.08% | 65 |
|
|
2020
Q3 | $263K | Sell |
2,531
-321
| -11% | -$33.4K | 0.09% | 80 |
|
|
2020
Q2 | $262K | Hold |
2,852
| – | – | 0.09% | 74 |
|
|
2020
Q1 | $257K | Buy |
+2,852
| New | +$257K | 0.09% | 69 |
|