White Knight Strategic Wealth Advisors’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 |
-4,809
| Closed | -$419K | – | 80 |
|
|
2024
Q1 | $419K | Hold |
4,809
| – | – | 0.44% | 45 |
|
|
2023
Q4 | $396K | Buy |
4,809
+2,015
| +72% | +$166K | 0.46% | 44 |
|
|
2023
Q3 | $219K | Sell |
2,794
-465
| -14% | -$36.4K | 0.29% | 57 |
|
|
2023
Q2 | $287K | Sell |
3,259
-3,450
| -51% | -$304K | 0.34% | 55 |
|
|
2023
Q1 | $541K | Buy |
6,709
+455
| +7% | +$36.7K | 0.68% | 34 |
|
|
2022
Q4 | $486K | Buy |
+6,254
| New | +$486K | 0.67% | 35 |
|