SWMG
Signature Wealth Management Group’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-13,872
| Closed | -$1.08M | – | 95 |
|
|
2022
Q4 | $1.08M | Sell |
13,872
-2,530
| -15% | -$197K | 0.53% | 63 |
|
|
2022
Q3 | $1.32M | Sell |
16,402
-575
| -3% | -$46.4K | 0.67% | 57 |
|
|
2022
Q2 | $1.52M | Buy |
16,977
+894
| +6% | +$80.3K | 0.74% | 59 |
|
|
2022
Q1 | $1.78M | Buy |
16,083
+5,992
| +59% | +$665K | 0.8% | 57 |
|
|
2021
Q4 | $1.04M | Buy |
10,091
+601
| +6% | +$62.2K | 0.53% | 62 |
|
|
2021
Q3 | $1.19M | Buy |
9,490
+1,087
| +13% | +$136K | 0.66% | 57 |
|
|
2021
Q2 | $1.04M | Buy |
8,403
+833
| +11% | +$103K | 0.58% | 60 |
|
|
2021
Q1 | $894K | Buy |
7,570
+597
| +9% | +$70.5K | 0.53% | 60 |
|
|
2020
Q4 | $817K | Buy |
6,973
+330
| +5% | +$38.7K | 0.52% | 60 |
|
|
2020
Q3 | $690K | Buy |
+6,643
| New | +$690K | 0.5% | 59 |
|
|
2018
Q4 | – | Sell |
-50
| Closed | -$4K | – | 206 |
|
|
2018
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 268 |
|
|
2018
Q2 | $4K | Hold |
50
| – | – | ﹤0.01% | 269 |
|
|
2018
Q1 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 266 |
|