Concert Wealth Management’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-11,404
| Closed | -$821K | – | 569 |
|
|
2014
Q4 | $821K | Buy |
11,404
+4,135
| +57% | +$298K | 0.13% | 217 |
|
|
2014
Q3 | $450K | Sell |
7,269
-191
| -3% | -$11.8K | 0.06% | 290 |
|
|
2014
Q2 | $459K | Sell |
7,460
-97
| -1% | -$5.97K | 0.06% | 303 |
|
|
2014
Q1 | $455K | Sell |
7,557
-502
| -6% | -$30.2K | 0.06% | 293 |
|
|
2013
Q4 | $463K | Sell |
8,059
-731
| -8% | -$42K | 0.06% | 273 |
|
|
2013
Q3 | $471K | Buy |
8,790
+1,317
| +18% | +$70.6K | 0.07% | 261 |
|
|
2013
Q2 | $387K | Buy |
+7,473
| New | +$387K | 0.06% | 278 |
|