B. Riley Wealth Management’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $113K | Buy |
8,579
+1,948
| +29% | +$25.6K | 0.13% | 48 |
|
|
2022
Q1 | $736K | Sell |
6,631
-5,795
| -47% | -$643K | 0.06% | 256 |
|
|
2021
Q4 | $1.29M | Buy |
12,426
+2,409
| +24% | +$249K | 0.09% | 200 |
|
|
2021
Q3 | $1.26M | Buy |
10,017
+4,472
| +81% | +$561K | 0.1% | 198 |
|
|
2021
Q2 | $688K | Buy |
5,545
+319
| +6% | +$39.6K | 0.08% | 194 |
|
|
2021
Q1 | $617K | Buy |
5,226
+332
| +7% | +$39.2K | 0.07% | 205 |
|
|
2020
Q4 | $573K | Sell |
4,894
-208
| -4% | -$24.4K | 0.07% | 190 |
|
|
2020
Q3 | $530K | Buy |
5,102
+2,054
| +67% | +$213K | 0.06% | 219 |
|
|
2020
Q2 | $280K | Sell |
3,048
-880
| -22% | -$80.8K | 0.03% | 315 |
|
|
2020
Q1 | $354K | Buy |
+3,928
| New | +$354K | 0.04% | 327 |
|
|
2015
Q3 | – | Sell |
-1,162
| Closed | -$86K | – | 510 |
|
|
2015
Q2 | $86K | Hold |
1,162
| – | – | 0.07% | 301 |
|
|
2015
Q1 | $90K | Buy |
1,162
+95
| +9% | +$7.36K | 0.07% | 301 |
|
|
2014
Q4 | $77K | Hold |
1,067
| – | – | 0.06% | 317 |
|
|
2014
Q3 | $66K | Hold |
1,067
| – | – | 0.05% | 360 |
|
|
2014
Q2 | $68K | Sell |
1,067
-4,150
| -80% | -$264K | 0.04% | 412 |
|
|
2014
Q1 | $321K | Buy |
+5,217
| New | +$321K | 0.24% | 112 |
|