Tru Independence Asset Management 2’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
-15,123
Closed -$1.9M 137
2021
Q3
$1.9M Buy
15,123
+1,896
+14% +$238K 1.34% 16
2021
Q2
$1.64M Buy
13,227
+2,856
+28% +$355K 1.12% 22
2021
Q1
$1.23M Buy
10,371
+2,104
+25% +$249K 0.97% 25
2020
Q4
$968K Buy
+8,267
New +$968K 0.82% 31