Advocacy Wealth Management Services’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-137
| Closed | -$13K | – | 133 |
|
|
2020
Q2 | $13K | Sell |
137
-118
| -46% | -$11.2K | ﹤0.01% | 104 |
|
|
2020
Q1 | $21K | Buy |
255
+28
| +12% | +$2.31K | ﹤0.01% | 70 |
|
|
2019
Q4 | $26K | Sell |
227
-5
| -2% | -$573 | 0.01% | 83 |
|
|
2019
Q3 | $25K | Hold |
232
| – | – | 0.02% | 84 |
|
|
2019
Q2 | $23K | Hold |
232
| – | – | 0.02% | 93 |
|
|
2019
Q1 | $21K | Hold |
232
| – | – | 0.02% | 78 |
|
|
2018
Q4 | $21K | Hold |
232
| – | – | 0.02% | 82 |
|
|
2018
Q3 | $23K | Hold |
232
| – | – | 0.01% | 80 |
|
|
2018
Q2 | $20K | Buy |
232
+43
| +23% | +$3.71K | 0.01% | 86 |
|
|
2018
Q1 | $15K | Hold |
189
| – | – | 0.01% | 111 |
|
|
2017
Q4 | $15K | Hold |
189
| – | – | 0.01% | 128 |
|
|
2017
Q3 | $15K | Buy |
189
+63
| +50% | +$5K | 0.01% | 157 |
|
|
2017
Q2 | $11K | Buy |
+126
| New | +$11K | ﹤0.01% | 183 |
|
|
2016
Q4 | – | Sell |
-75
| Closed | -$6K | – | 353 |
|
|
2016
Q3 | $6K | Sell |
75
-125
| -63% | -$10K | ﹤0.01% | 310 |
|
|
2016
Q2 | $17K | Sell |
200
-6
| -3% | -$510 | 0.01% | 254 |
|
|
2016
Q1 | $15K | Buy |
206
+6
| +3% | +$437 | 0.01% | 320 |
|
|
2015
Q4 | $15K | Buy |
+200
| New | +$15K | 0.02% | 304 |
|
|
2013
Q3 | $133K | Buy |
+2,304
| New | +$133K | 0.36% | 53 |
|