VWA
Visionary Wealth Advisors’s Medtronic MDT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-2,708
| Closed | -$239K | – | 468 |
|
2023
Q2 | $239K | Buy |
2,708
+106
| +4% | +$9.34K | 0.02% | 404 |
|
2023
Q1 | $210K | Sell |
2,602
-35
| -1% | -$2.82K | 0.02% | 417 |
|
2022
Q4 | $205K | Sell |
2,637
-16
| -0.6% | -$1.24K | 0.02% | 390 |
|
2022
Q3 | $214K | Sell |
2,653
-12
| -0.5% | -$968 | 0.02% | 358 |
|
2022
Q2 | $239K | Buy |
2,665
+807
| +43% | +$72.4K | 0.02% | 361 |
|
2022
Q1 | $206K | Buy |
+1,858
| New | +$206K | 0.02% | 401 |
|
2021
Q4 | – | Sell |
-2,002
| Closed | -$251K | – | 390 |
|
2021
Q3 | $251K | Sell |
2,002
-85
| -4% | -$10.7K | 0.03% | 266 |
|
2021
Q2 | $259K | Sell |
2,087
-423
| -17% | -$52.5K | 0.03% | 288 |
|
2021
Q1 | $297K | Sell |
2,510
-258
| -9% | -$30.5K | 0.03% | 254 |
|
2020
Q4 | $324K | Buy |
2,768
+660
| +31% | +$77.3K | 0.04% | 224 |
|
2020
Q3 | $219K | Buy |
+2,108
| New | +$219K | 0.03% | 232 |
|