SWS
SYSTM Wealth Solutions’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,255
| Closed | -$494K | – | 414 |
|
|
2024
Q2 | $494K | Sell |
6,255
-20,651
| -77% | -$1.63M | 0.11% | 143 |
|
|
2024
Q1 | $2.36M | Sell |
26,906
-1,694
| -6% | -$148K | 0.3% | 100 |
|
|
2023
Q4 | $2.37M | Buy |
28,600
+625
| +2% | +$51.7K | 0.33% | 84 |
|
|
2023
Q3 | $2.19M | Sell |
27,975
-14,764
| -35% | -$1.16M | 0.34% | 72 |
|
|
2023
Q2 | $3.77M | Buy |
42,739
+705
| +2% | +$62.1K | 0.51% | 47 |
|
|
2023
Q1 | $3.39M | Sell |
42,034
-22,739
| -35% | -$1.83M | 0.52% | 48 |
|
|
2022
Q4 | $5.03M | Buy |
+64,773
| New | +$5.03M | 0.63% | 33 |
|