YorkBridge Wealth Partners’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $246K | Sell |
3,163
-98
| -3% | -$7.62K | 0.06% | 222 |
|
|
2022
Q3 | $263K | Buy |
3,261
+193
| +6% | +$15.6K | 0.07% | 223 |
|
|
2022
Q2 | $275K | Buy |
3,068
+113
| +4% | +$10.1K | 0.07% | 213 |
|
|
2022
Q1 | $328K | Sell |
2,955
-18
| -0.6% | -$2K | 0.07% | 221 |
|
|
2021
Q4 | $308K | Sell |
2,973
-10
| -0.3% | -$1.04K | 0.07% | 228 |
|
|
2021
Q3 | $374K | Hold |
2,983
| – | – | 0.09% | 177 |
|
|
2021
Q2 | $370K | Buy |
2,983
+14
| +0.5% | +$1.74K | 0.1% | 165 |
|
|
2021
Q1 | $351K | Sell |
2,969
-194
| -6% | -$22.9K | 0.1% | 167 |
|
|
2020
Q4 | $371K | Sell |
3,163
-93
| -3% | -$10.9K | 0.12% | 131 |
|
|
2020
Q3 | $338K | Sell |
3,256
-100
| -3% | -$10.4K | 0.14% | 128 |
|
|
2020
Q2 | $308K | Buy |
3,356
+7
| +0.2% | +$642 | 0.14% | 130 |
|
|
2020
Q1 | $302K | Sell |
3,349
-65
| -2% | -$5.86K | 0.19% | 117 |
|
|
2019
Q4 | $387K | Sell |
3,414
-35
| -1% | -$3.97K | 0.18% | 124 |
|
|
2019
Q3 | $375K | Sell |
3,449
-949
| -22% | -$103K | 0.19% | 118 |
|
|
2019
Q2 | $428K | Buy |
4,398
+39
| +0.9% | +$3.8K | 0.19% | 108 |
|
|
2019
Q1 | $397K | Buy |
4,359
+249
| +6% | +$22.7K | 0.18% | 112 |
|
|
2018
Q4 | $374K | Hold |
4,110
| – | – | 0.2% | 111 |
|
|
2018
Q3 | $409K | Sell |
4,110
-1,106
| -21% | -$110K | 0.19% | 112 |
|
|
2018
Q2 | $447K | Sell |
5,216
-26
| -0.5% | -$2.23K | 0.2% | 107 |
|
|
2018
Q1 | $418K | Sell |
5,242
-99
| -2% | -$7.89K | 0.19% | 110 |
|
|
2017
Q4 | $435K | Sell |
5,341
-994
| -16% | -$81K | 0.21% | 104 |
|
|
2017
Q3 | $493K | Sell |
6,335
-409
| -6% | -$31.8K | 0.26% | 89 |
|
|
2017
Q2 | $599K | Sell |
6,744
-365
| -5% | -$32.4K | 0.32% | 77 |
|
|
2017
Q1 | $602K | Sell |
7,109
-1,577
| -18% | -$134K | 0.32% | 77 |
|
|
2016
Q4 | $656K | Buy |
+8,686
| New | +$656K | 0.39% | 72 |
|