AmeriServ Wealth Advisors’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,127
| Closed | -$207K | – | 69 |
|
|
2019
Q2 | $207K | Sell |
2,127
-1,126
| -35% | -$110K | 0.27% | 65 |
|
|
2019
Q1 | $296K | Hold |
3,253
| – | – | 0.62% | 50 |
|
|
2018
Q4 | $296K | Buy |
+3,253
| New | +$296K | 0.75% | 47 |
|
|
2016
Q4 | – | Sell |
-2,532
| Closed | -$219K | – | 61 |
|
|
2016
Q3 | $219K | Buy |
+2,532
| New | +$219K | 0.28% | 63 |
|
|
2015
Q3 | – | Sell |
-95
| Closed | -$7K | – | 120 |
|
|
2015
Q2 | $7K | Buy |
+95
| New | +$7K | 0.01% | 134 |
|