American Trust Investment Advisors’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,960
| Closed | -$232K | – | 86 |
|
|
2021
Q1 | $232K | Sell |
1,960
-1,545
| -44% | -$183K | 0.14% | 74 |
|
|
2020
Q4 | $411K | Hold |
3,505
| – | – | 0.25% | 52 |
|
|
2020
Q3 | $364K | Sell |
3,505
-10
| -0.3% | -$1.04K | 0.26% | 50 |
|
|
2020
Q2 | $322K | Buy |
3,515
+30
| +0.9% | +$2.75K | 0.26% | 43 |
|
|
2020
Q1 | $314K | Buy |
+3,485
| New | +$314K | 0.32% | 43 |
|