Clear Perspective Advisors’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-757
| Closed | -$74K | – | 179 |
|
|
2019
Q2 | $74K | Buy |
+757
| New | +$74K | 0.05% | 158 |
|
|
2018
Q3 | – | Sell |
-649
| Closed | -$56K | – | 318 |
|
|
2018
Q2 | $56K | Sell |
649
-48
| -7% | -$4.14K | 0.04% | 237 |
|
|
2018
Q1 | $56K | Buy |
697
+589
| +545% | +$47.3K | 0.04% | 230 |
|
|
2017
Q4 | $9K | Sell |
108
-541
| -83% | -$45.1K | 0.01% | 350 |
|
|
2017
Q3 | $50K | Buy |
649
+108
| +20% | +$8.32K | 0.04% | 233 |
|
|
2017
Q2 | $48K | Hold |
541
| – | – | 0.04% | 221 |
|
|
2017
Q1 | $44K | Sell |
541
-36
| -6% | -$2.93K | 0.03% | 220 |
|
|
2016
Q4 | $41K | Buy |
+577
| New | +$41K | 0.03% | 216 |
|