CapWealth Advisors’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-191
| Closed | -$17K | – | 194 |
|
|
2016
Q3 | $17K | Hold |
191
| – | – | ﹤0.01% | 194 |
|
|
2016
Q2 | $17K | Hold |
191
| – | – | ﹤0.01% | 191 |
|
|
2016
Q1 | $14K | Hold |
191
| – | – | ﹤0.01% | 218 |
|
|
2015
Q4 | $15K | Hold |
191
| – | – | ﹤0.01% | 178 |
|
|
2015
Q3 | $13K | Sell |
191
-452
| -70% | -$30.8K | ﹤0.01% | 181 |
|
|
2015
Q2 | $48K | Sell |
643
-90
| -12% | -$6.72K | 0.01% | 124 |
|
|
2015
Q1 | $57K | Buy |
+733
| New | +$57K | 0.01% | 126 |
|
|
2014
Q4 | – | Sell |
-81
| Closed | -$5K | – | 205 |
|
|
2014
Q3 | $5K | Buy |
+81
| New | +$5K | ﹤0.01% | 293 |
|