Annex Advisory Services’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,020
| Closed | -$224K | – | 264 |
|
|
2022
Q1 | $224K | Buy |
+2,020
| New | +$224K | 0.02% | 228 |
|
|
2017
Q1 | – | Sell |
-9,340
| Closed | -$665K | – | 123 |
|
|
2016
Q4 | $665K | Buy |
9,340
+1,401
| +18% | +$99.8K | 0.16% | 56 |
|
|
2016
Q3 | $686K | Sell |
7,939
-329
| -4% | -$28.4K | 0.18% | 53 |
|
|
2016
Q2 | $717K | Sell |
8,268
-219
| -3% | -$19K | 0.19% | 41 |
|
|
2016
Q1 | $636K | Buy |
8,487
+535
| +7% | +$40.1K | 0.18% | 51 |
|
|
2015
Q4 | $612K | Buy |
7,952
+849
| +12% | +$65.3K | 0.18% | 54 |
|
|
2015
Q3 | $475K | Buy |
7,103
+1,378
| +24% | +$92.2K | 0.15% | 62 |
|
|
2015
Q2 | $424K | Buy |
5,725
+1,743
| +44% | +$129K | 0.14% | 63 |
|
|
2015
Q1 | $311K | Buy |
+3,982
| New | +$311K | 0.1% | 75 |
|