Summit Wealth & Retirement Planning’s Medtronic MDT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-2,763	Closed	-$307K	–	117
2022 Q1	$307K	Buy	2,763 +84	+3%	+$9.33K	0.11%	84
2021 Q4	$277K	Sell	2,679 -2,370	-47%	-$245K	0.09%	79
2021 Q3	$633K	Buy	+5,049	New	+$633K	0.23%	54