Braver Wealth Management’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-2,687
| Closed | -$202K | – | 150 |
|
|
2016
Q1 | $202K | Buy |
+2,687
| New | +$202K | 0.03% | 143 |
|
|
2015
Q2 | – | Sell |
-28,376
| Closed | -$2.21M | – | 93 |
|
|
2015
Q1 | $2.21M | Sell |
28,376
-846
| -3% | -$66K | 0.45% | 40 |
|
|
2014
Q4 | $2.11M | Buy |
29,222
+6,577
| +29% | +$475K | 0.43% | 40 |
|
|
2014
Q3 | $1.4M | Buy |
+22,645
| New | +$1.4M | 0.42% | 40 |
|