Westshore Wealth’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,330
| Closed | -$203K | – | 102 |
|
|
2024
Q1 | $203K | Buy |
+2,330
| New | +$203K | 0.08% | 98 |
|
|
2023
Q3 | – | Sell |
-2,649
| Closed | -$233K | – | 106 |
|
|
2023
Q2 | $233K | Sell |
2,649
-68
| -3% | -$5.99K | 0.12% | 90 |
|
|
2023
Q1 | $219K | Buy |
2,717
+136
| +5% | +$11K | 0.12% | 97 |
|
|
2022
Q4 | $201K | Buy |
2,581
+100
| +4% | +$7.77K | 0.11% | 101 |
|
|
2022
Q3 | $200K | Hold |
2,481
| – | – | 0.14% | 89 |
|
|
2022
Q2 | $223K | Buy |
2,481
+462
| +23% | +$41.5K | 0.15% | 84 |
|
|
2022
Q1 | $224K | Buy |
+2,019
| New | +$224K | 0.15% | 85 |
|
|
2021
Q3 | – | Sell |
-2,079
| Closed | -$258K | – | 117 |
|
|
2021
Q2 | $258K | Buy |
2,079
+16
| +0.8% | +$1.99K | 0.13% | 112 |
|
|
2021
Q1 | $244K | Buy |
+2,063
| New | +$244K | 0.14% | 115 |
|
|
2019
Q4 | $564K | Buy |
+4,970
| New | +$564K | 0.62% | 29 |
|