Wealth Management Associates’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,767
| Closed | -$217K | – | 206 |
|
|
2023
Q3 | $217K | Buy |
2,767
+19
| +0.7% | +$1.49K | 0.13% | 169 |
|
|
2023
Q2 | $242K | Sell |
2,748
-45
| -2% | -$3.97K | 0.14% | 158 |
|
|
2023
Q1 | $225K | Hold |
2,793
| – | – | 0.14% | 168 |
|
|
2022
Q4 | $217K | Buy |
+2,793
| New | +$217K | 0.14% | 166 |
|
|
2021
Q4 | – | Sell |
-1,603
| Closed | -$201K | – | 200 |
|
|
2021
Q3 | $201K | Buy |
+1,603
| New | +$201K | 0.12% | 185 |
|