BAM
Bruderman Asset Management’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-7,963
| Closed | -$725K | – | 376 |
|
|
2019
Q1 | $725K | Sell |
7,963
-139
| -2% | -$12.7K | 0.16% | 82 |
|
|
2018
Q4 | $737K | Buy |
8,102
+44
| +0.5% | +$4K | 0.19% | 74 |
|
|
2018
Q3 | $793K | Buy |
8,058
+304
| +4% | +$29.9K | 0.18% | 77 |
|
|
2018
Q2 | $664K | Sell |
7,754
-5,581
| -42% | -$478K | 0.16% | 86 |
|
|
2018
Q1 | $1.07M | Buy |
13,335
+363
| +3% | +$29.1K | 0.26% | 63 |
|
|
2017
Q4 | $1.05M | Buy |
12,972
+5,576
| +75% | +$450K | 0.27% | 64 |
|
|
2017
Q3 | $575K | Buy |
7,396
+470
| +7% | +$36.5K | 0.15% | 85 |
|
|
2017
Q2 | $615K | Buy |
+6,926
| New | +$615K | 0.16% | 83 |
|
|
2017
Q1 | – | Sell |
-459
| Closed | -$33K | – | 240 |
|
|
2016
Q4 | $33K | Sell |
459
-217
| -32% | -$15.6K | 0.01% | 246 |
|
|
2016
Q3 | $58K | Buy |
676
+1
| +0.1% | +$86 | 0.02% | 188 |
|
|
2016
Q2 | $59K | Buy |
675
+2
| +0.3% | +$175 | 0.02% | 190 |
|
|
2016
Q1 | $51K | Sell |
673
-199
| -23% | -$15.1K | 0.02% | 194 |
|
|
2015
Q4 | $67K | Buy |
872
+117
| +15% | +$8.99K | 0.03% | 182 |
|
|
2015
Q3 | $51K | Sell |
755
-192
| -20% | -$13K | 0.02% | 208 |
|
|
2015
Q2 | $70K | Buy |
947
+371
| +64% | +$27.4K | 0.03% | 185 |
|
|
2015
Q1 | $45K | Buy |
+576
| New | +$45K | 0.02% | 222 |
|