Number of Shares
2,050.00
Current Holdings Value*
$184,210.00
% of Portfolio
3.75%
Total Estimate Gain
$2,046.00
% of Total Estimate Gain
1.10%

Baywood ValuePlus Fund's Medtronic PLC Holding Summary

As of 2025-03-31, FORUM FUNDS II held 2,050.00 shares of Medtronic PLC(MDT), totaling $184,210.00. This investment constitutes 3.75% of their stock portfolio, and FORUM FUNDS II now holds 0% of the outstanding Medtronic PLC(MDT) stock.

The initial trade took place in 2020Q1. And since then Baywood ValuePlus Fund has made 5 purchases of MDT, at an average price of $90.65, for a total of 2,050.00 shares. Based on historical transaction data and MDT's current price of $91.65, Baywood ValuePlus Fund's estimated gain on his MDT holdings is $2,046.00, reflecting a 1.10% gain to date.

Baywood ValuePlus Fund MDT ($91.65) Holding Chart

Baywood ValuePlus Fund MDT ($91.65) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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