Tilia Fiduciary Partners’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-362
| Closed | -$31.9K | – | 316 |
|
|
2023
Q2 | $31.9K | Sell |
362
-129
| -26% | -$11.4K | 0.03% | 258 |
|
|
2023
Q1 | $39.6K | Hold |
491
| – | – | 0.04% | 236 |
|
|
2022
Q4 | $38.1K | Hold |
491
| – | – | 0.04% | 223 |
|
|
2022
Q3 | $40K | Sell |
491
-162
| -25% | -$13.2K | 0.04% | 218 |
|
|
2022
Q2 | $58K | Buy |
653
+162
| +33% | +$14.4K | 0.06% | 190 |
|
|
2022
Q1 | $54K | Hold |
491
| – | – | 0.05% | 212 |
|
|
2021
Q4 | $51K | Buy |
+491
| New | +$51K | 0.04% | 223 |
|