Burt Wealth Advisors’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-126
| Closed | -$15K | – | 249 |
|
|
2020
Q4 | $15K | Sell |
126
-9
| -7% | -$1.07K | 0.01% | 264 |
|
|
2020
Q3 | $14K | Buy |
135
+9
| +7% | +$933 | 0.01% | 262 |
|
|
2020
Q2 | $12K | Hold |
126
| – | – | ﹤0.01% | 258 |
|
|
2020
Q1 | $11K | Buy |
+126
| New | +$11K | ﹤0.01% | 264 |
|
|
2018
Q1 | – | Sell |
-112
| Closed | -$9K | – | 389 |
|
|
2017
Q4 | $9K | Hold |
112
| – | – | 0.01% | 282 |
|
|
2017
Q3 | $9K | Hold |
112
| – | – | 0.01% | 270 |
|
|
2017
Q2 | $9K | Hold |
112
| – | – | 0.01% | 297 |
|
|
2017
Q1 | $9K | Hold |
112
| – | – | 0.01% | 265 |
|
|
2016
Q4 | $8K | Hold |
112
| – | – | 0.01% | 295 |
|
|
2016
Q3 | $9K | Hold |
112
| – | – | 0.01% | 273 |
|
|
2016
Q2 | $9K | Hold |
112
| – | – | 0.01% | 274 |
|
|
2016
Q1 | $8K | Hold |
112
| – | – | 0.01% | 346 |
|
|
2015
Q4 | $8K | Hold |
112
| – | – | 0.01% | 308 |
|
|
2015
Q3 | $7K | Hold |
112
| – | – | 0.01% | 285 |
|
|
2015
Q2 | $8K | Hold |
112
| – | – | 0.01% | 287 |
|
|
2015
Q1 | $9K | Buy |
+112
| New | +$9K | 0.01% | 250 |
|