Baltimore-Washington Financial 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 |
-1,743
| Closed | -$205K | – | 126 |
|
|
2021
Q1 | $205K | Buy |
+1,743
| New | +$205K | 0.02% | 122 |
|
|
2015
Q4 | – | Sell |
-345
| Closed | -$23K | – | 189 |
|
|
2015
Q3 | $23K | Buy |
345
+35
| +11% | +$2.33K | 0.01% | 164 |
|
|
2015
Q2 | $22K | Sell |
310
-191
| -38% | -$13.6K | 0.01% | 156 |
|
|
2015
Q1 | $39K | Buy |
501
+191
| +62% | +$14.9K | 0.01% | 146 |
|
|
2014
Q4 | $22K | Hold |
310
| – | – | 0.01% | 170 |
|
|
2014
Q3 | $19K | Hold |
310
| – | – | 0.01% | 183 |
|
|
2014
Q2 | $20K | Hold |
310
| – | – | 0.01% | 213 |
|
|
2014
Q1 | $19K | Hold |
310
| – | – | 0.01% | 183 |
|
|
2013
Q4 | $18K | Hold |
310
| – | – | 0.01% | 211 |
|
|
2013
Q3 | $17K | Hold |
310
| – | – | 0.01% | 163 |
|
|
2013
Q2 | $16K | Buy |
+310
| New | +$16K | 0.01% | 143 |
|