Ulland Investment Advisors’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-300
| Closed | -$23K | – | 212 |
|
|
2022
Q4 | $23K | Hold |
300
| – | – | 0.03% | 125 |
|
|
2022
Q3 | $24K | Hold |
300
| – | – | 0.03% | 122 |
|
|
2022
Q2 | $27K | Hold |
300
| – | – | 0.03% | 127 |
|
|
2022
Q1 | $33K | Sell |
300
-100
| -25% | -$11K | 0.02% | 120 |
|
|
2021
Q4 | $41K | Buy |
+400
| New | +$41K | 0.03% | 112 |
|