Wealth Alliance Advisory Group’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,242
| Closed | -$201K | – | 162 |
|
|
2022
Q2 | $201K | Sell |
2,242
-48
| -2% | -$4.3K | 0.1% | 133 |
|
|
2022
Q1 | $254K | Hold |
2,290
| – | – | 0.11% | 123 |
|
|
2021
Q4 | $237K | Buy |
2,290
+71
| +3% | +$7.35K | 0.1% | 136 |
|
|
2021
Q3 | $278K | Buy |
2,219
+10
| +0.5% | +$1.25K | 0.14% | 113 |
|
|
2021
Q2 | $274K | Sell |
2,209
-37
| -2% | -$4.59K | 0.13% | 114 |
|
|
2021
Q1 | $265K | Hold |
2,246
| – | – | 0.14% | 116 |
|
|
2020
Q4 | $263K | Sell |
2,246
-30
| -1% | -$3.51K | 0.14% | 116 |
|
|
2020
Q3 | $237K | Buy |
2,276
+37
| +2% | +$3.85K | 0.14% | 106 |
|
|
2020
Q2 | $205K | Buy |
+2,239
| New | +$205K | 0.13% | 113 |
|
|
2020
Q1 | – | Sell |
-2,139
| Closed | -$243K | – | 129 |
|
|
2019
Q4 | $243K | Buy |
2,139
+200
| +10% | +$22.7K | 0.14% | 112 |
|
|
2019
Q3 | $209K | Buy |
+1,939
| New | +$209K | 0.13% | 115 |
|
|
2018
Q4 | – | Sell |
-2,220
| Closed | -$218K | – | 134 |
|
|
2018
Q3 | $218K | Buy |
+2,220
| New | +$218K | 0.11% | 122 |
|