Westover Capital Advisors’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,323
| Closed | -$258K | – | 179 |
|
|
2022
Q1 | $258K | Sell |
2,323
-725
| -24% | -$80.5K | 0.08% | 161 |
|
|
2021
Q4 | $315K | Sell |
3,048
-434
| -12% | -$44.9K | 0.09% | 141 |
|
|
2021
Q3 | $436K | Hold |
3,482
| – | – | 0.14% | 108 |
|
|
2021
Q2 | $432K | Sell |
3,482
-143
| -4% | -$17.7K | 0.14% | 110 |
|
|
2021
Q1 | $428K | Sell |
3,625
-79
| -2% | -$9.33K | 0.15% | 110 |
|
|
2020
Q4 | $434K | Buy |
3,704
+248
| +7% | +$29.1K | 0.16% | 100 |
|
|
2020
Q3 | $359K | Buy |
3,456
+787
| +29% | +$81.8K | 0.15% | 100 |
|
|
2020
Q2 | $245K | Buy |
+2,669
| New | +$245K | 0.11% | 99 |
|