Capital Advantage’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-3,120
| Closed | -$369K | – | 84 |
|
2021
Q1 | $369K | Buy |
3,120
+400
| +15% | +$47.3K | 0.1% | 78 |
|
2020
Q4 | $318K | Buy |
2,720
+132
| +5% | +$15.4K | 0.09% | 79 |
|
2020
Q3 | $273K | Sell |
2,588
-32
| -1% | -$3.38K | 0.09% | 75 |
|
2020
Q2 | $240K | Buy |
2,620
+156
| +6% | +$14.3K | 0.09% | 76 |
|
2020
Q1 | $255K | Buy |
2,464
+503
| +26% | +$52.1K | 0.1% | 70 |
|
2019
Q4 | $234K | Buy |
+1,961
| New | +$234K | 0.07% | 83 |
|
2015
Q2 | – | Sell |
-2,864
| Closed | -$223K | – | 74 |
|
2015
Q1 | $223K | Hold |
2,864
| – | – | 0.09% | 67 |
|
2014
Q4 | $207K | Buy |
+2,864
| New | +$207K | 0.09% | 67 |
|