Berman Capital Advisors’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $712K | Buy |
5,686
+1,382
| +32% | +$173K | 0.11% | 99 |
|
|
2021
Q2 | $533K | Buy |
4,304
+801
| +23% | +$99.2K | 0.08% | 111 |
|
|
2021
Q1 | $413K | Buy |
3,503
+597
| +21% | +$70.4K | 0.09% | 112 |
|
|
2020
Q4 | $339K | Sell |
2,906
-474
| -14% | -$55.3K | 0.08% | 113 |
|
|
2020
Q3 | $350K | Buy |
3,380
+22
| +0.7% | +$2.28K | 0.1% | 89 |
|
|
2020
Q2 | $307K | Buy |
3,358
+47
| +1% | +$4.3K | 0.08% | 94 |
|
|
2020
Q1 | $297K | Buy |
3,311
+414
| +14% | +$37.1K | 0.1% | 86 |
|
|
2019
Q4 | $328K | Buy |
2,897
+457
| +19% | +$51.7K | 0.09% | 99 |
|
|
2019
Q3 | $265K | Buy |
2,440
+35
| +1% | +$3.8K | 0.08% | 110 |
|
|
2019
Q2 | $234K | Buy |
2,405
+6
| +0.3% | +$584 | 0.07% | 117 |
|
|
2019
Q1 | $218K | Buy |
2,399
+396
| +20% | +$36K | 0.07% | 117 |
|
|
2018
Q4 | $181K | Buy |
+2,003
| New | +$181K | 0.07% | 110 |
|