Wealthstreet Investment Advisors’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-8,076
| Closed | -$954K | – | 237 |
|
|
2021
Q1 | $954K | Buy |
8,076
+244
| +3% | +$28.8K | 0.09% | 173 |
|
|
2020
Q4 | $918K | Hold |
7,832
| – | – | 0.09% | 171 |
|
|
2020
Q3 | $814K | Buy |
+7,832
| New | +$814K | 0.09% | 170 |
|
|
2018
Q4 | – | Sell |
-3,507
| Closed | -$345K | – | 338 |
|
|
2018
Q3 | $345K | Hold |
3,507
| – | – | 0.04% | 274 |
|
|
2018
Q2 | $300K | Hold |
3,507
| – | – | 0.04% | 290 |
|
|
2018
Q1 | $281K | Buy |
3,507
+209
| +6% | +$16.7K | 0.04% | 289 |
|
|
2017
Q4 | $266K | Buy |
+3,298
| New | +$266K | 0.03% | 293 |
|