Walled Lake Planning & Wealth Management’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 |
-126
| Closed | -$16K | – | 230 |
|
|
2021
Q3 | $16K | Buy |
126
+1
| +0.8% | +$127 | 0.01% | 235 |
|
|
2021
Q2 | $16K | Hold |
125
| – | – | 0.01% | 218 |
|
|
2021
Q1 | $15K | Buy |
125
+1
| +0.8% | +$120 | 0.01% | 215 |
|
|
2020
Q4 | $15K | Sell |
124
-39
| -24% | -$4.72K | 0.01% | 198 |
|
|
2020
Q3 | $17K | Buy |
163
+1
| +0.6% | +$104 | 0.01% | 180 |
|
|
2020
Q2 | $15K | Buy |
162
+40
| +33% | +$3.7K | 0.01% | 175 |
|
|
2020
Q1 | $11K | Hold |
122
| – | – | 0.01% | 181 |
|
|
2019
Q4 | $14K | Buy |
+122
| New | +$14K | 0.01% | 178 |
|