SWM
Selective Wealth Management’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-49
| Closed | -$4K | – | 479 |
|
|
2022
Q3 | $4K | Hold |
49
| – | – | ﹤0.01% | 616 |
|
|
2022
Q2 | $4K | Hold |
49
| – | – | ﹤0.01% | 652 |
|
|
2022
Q1 | $5K | Sell |
49
-225
| -82% | -$23K | ﹤0.01% | 599 |
|
|
2021
Q4 | $28K | Hold |
274
| – | – | 0.01% | 362 |
|
|
2021
Q3 | $34K | Buy |
274
+225
| +459% | +$27.9K | 0.02% | 306 |
|
|
2021
Q2 | $6K | Buy |
49
+40
| +444% | +$4.9K | ﹤0.01% | 392 |
|
|
2021
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 376 |
|
|
2020
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 359 |
|
|
2020
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 298 |
|
|
2020
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 401 |
|
|
2020
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 313 |
|
|
2019
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 311 |
|
|
2019
Q3 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 321 |
|
|
2018
Q3 | $1K | Buy |
+9
| New | +$1K | 0.01% | 155 |
|