TrueWealth LLC’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $372K | Sell |
4,060
-278
| -6% | -$25.5K | 0.16% | 87 |
|
|
2020
Q1 | $391K | Buy |
4,338
+2
| +0% | +$180 | 0.19% | 78 |
|
|
2019
Q4 | $492K | Buy |
4,336
+53
| +1% | +$6.01K | 0.2% | 77 |
|
|
2019
Q3 | $465K | Buy |
4,283
+300
| +8% | +$32.6K | 0.2% | 73 |
|
|
2019
Q2 | $388K | Sell |
3,983
-222
| -5% | -$21.6K | 0.17% | 86 |
|
|
2019
Q1 | $383K | Hold |
4,205
| – | – | 0.18% | 84 |
|
|
2018
Q4 | $382K | Hold |
4,205
| – | – | 0.19% | 83 |
|
|
2018
Q3 | $414K | Buy |
4,205
+250
| +6% | +$24.6K | 0.19% | 86 |
|
|
2018
Q2 | $339K | Hold |
3,955
| – | – | 0.16% | 94 |
|
|
2018
Q1 | $317K | Buy |
3,955
+49
| +1% | +$3.93K | 0.16% | 95 |
|
|
2017
Q4 | $315K | Buy |
+3,906
| New | +$315K | 0.15% | 98 |
|