Signature Wealth Management Partners’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,626
| Closed | -$212K | – | 103 |
|
|
2022
Q3 | $212K | Buy |
2,626
+47
| +2% | +$3.79K | 0.23% | 86 |
|
|
2022
Q2 | $231K | Hold |
2,579
| – | – | 0.24% | 88 |
|
|
2022
Q1 | $286K | Buy |
2,579
+619
| +32% | +$68.6K | 0.24% | 86 |
|
|
2021
Q4 | $203K | Hold |
1,960
| – | – | 0.17% | 101 |
|
|
2021
Q3 | $246K | Hold |
1,960
| – | – | 0.22% | 93 |
|
|
2021
Q2 | $243K | Sell |
1,960
-101
| -5% | -$12.5K | 0.22% | 91 |
|
|
2021
Q1 | $243K | Hold |
2,061
| – | – | 0.23% | 87 |
|
|
2020
Q4 | $241K | Buy |
+2,061
| New | +$241K | 0.24% | 81 |
|