Beacon Capital Management Inc (Ohio)’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-38
| Closed | -$3.06K | – | 73 |
|
2023
Q1 | $3.06K | Buy |
+38
| New | +$3.06K | ﹤0.01% | 76 |
|
2017
Q2 | – | Sell |
-1
| Closed | – | – | 149 |
|
2017
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 154 |
|
2016
Q4 | – | Sell |
-325
| Closed | -$28K | – | 86 |
|
2016
Q3 | $28K | Sell |
325
-2,780
| -90% | -$240K | ﹤0.01% | 53 |
|
2016
Q2 | $269K | Sell |
3,105
-1,350
| -30% | -$117K | 0.02% | 24 |
|
2016
Q1 | $334K | Sell |
4,455
-1,365
| -23% | -$102K | 0.02% | 27 |
|
2015
Q4 | $448K | Sell |
5,820
-352
| -6% | -$27.1K | 0.03% | 22 |
|
2015
Q3 | $413K | Sell |
6,172
-323
| -5% | -$21.6K | 0.03% | 17 |
|
2015
Q2 | $481K | Sell |
6,495
-1,070
| -14% | -$79.2K | 0.04% | 26 |
|
2015
Q1 | $590K | Hold |
7,565
| – | – | 0.06% | 25 |
|
2014
Q4 | $546K | Sell |
7,565
-2,040
| -21% | -$147K | 0.07% | 30 |
|
2014
Q3 | $595K | Hold |
9,605
| – | – | 0.09% | 31 |
|
2014
Q2 | $612K | Hold |
9,605
| – | – | 0.11% | 31 |
|
2014
Q1 | $591K | Sell |
9,605
-300
| -3% | -$18.5K | 0.14% | 31 |
|
2013
Q4 | $568K | Buy |
+9,905
| New | +$568K | 0.17% | 33 |
|