Strait & Sound Wealth Management’s Medtronic MDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,976
Closed -$234K 151
2024
Q2
$234K Sell
2,976
-620
-17% -$48.8K 0.12% 130
2024
Q1
$295K Hold
3,596
0.17% 100
2023
Q4
$309K Sell
3,596
-169
-4% -$14.5K 0.19% 91
2023
Q3
$295K Buy
+3,765
New +$295K 0.25% 89