Worth Asset Management’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,950
| Closed | -$172K | – | 279 |
|
|
2023
Q2 | $172K | Sell |
1,950
-175
| -8% | -$15.4K | 0.13% | 90 |
|
|
2023
Q1 | $171K | Sell |
2,125
-160
| -7% | -$12.9K | 0.13% | 97 |
|
|
2022
Q4 | $178K | Buy |
2,285
+551
| +32% | +$42.8K | 0.12% | 80 |
|
|
2022
Q3 | $140K | Sell |
1,734
-78
| -4% | -$6.3K | 0.1% | 74 |
|
|
2022
Q2 | $163K | Hold |
1,812
| – | – | 0.11% | 89 |
|
|
2022
Q1 | $183K | Buy |
+1,812
| New | +$183K | 0.12% | 79 |
|