SWS Partners’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-17,339
| Closed | -$2.17M | – | 85 |
|
|
2021
Q3 | $2.17M | Buy |
17,339
+1,774
| +11% | +$222K | 1.35% | 30 |
|
|
2021
Q2 | $1.93M | Sell |
15,565
-170
| -1% | -$21.1K | 1.26% | 35 |
|
|
2021
Q1 | $1.86M | Buy |
15,735
+1,368
| +10% | +$162K | 1.28% | 31 |
|
|
2020
Q4 | $1.68M | Sell |
14,367
-318
| -2% | -$37.3K | 0.75% | 50 |
|
|
2020
Q3 | $1.53M | Buy |
14,685
+1,487
| +11% | +$155K | 0.76% | 40 |
|
|
2020
Q2 | $1.27M | Sell |
13,198
-248
| -2% | -$23.9K | 1.62% | 18 |
|
|
2020
Q1 | $1.21M | Buy |
+13,446
| New | +$1.21M | 0.87% | 36 |
|
|
2019
Q3 | $1.5M | Sell |
13,486
-2,082
| -13% | -$231K | 0.89% | 42 |
|
|
2019
Q2 | $1.58M | Buy |
+15,568
| New | +$1.58M | 1% | 37 |
|
|
2018
Q2 | – | Hold |
0
| – | -$3K | – | 225 |
|
|
2018
Q1 | – | Sell |
-17
| Closed | -$1K | – | 342 |
|
|
2017
Q4 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 386 |
|