Cooper/Haims Advisors’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,231
| Closed | -$358K | – | 81 |
|
|
2022
Q1 | $358K | Buy |
+3,231
| New | +$358K | 0.23% | 50 |
|
|
2021
Q4 | – | Sell |
-3,462
| Closed | -$432K | – | 82 |
|
|
2021
Q3 | $432K | Buy |
3,462
+1,731
| +100% | +$216K | 0.26% | 45 |
|
|
2021
Q2 | $215K | Hold |
1,731
| – | – | 0.14% | 75 |
|
|
2021
Q1 | $204K | Hold |
1,731
| – | – | 0.14% | 76 |
|
|
2020
Q4 | $203K | Buy |
+1,731
| New | +$203K | 0.16% | 64 |
|
|
2019
Q2 | – | Sell |
-2,396
| Closed | -$218K | – | 56 |
|
|
2019
Q1 | $218K | Sell |
2,396
-184
| -7% | -$16.7K | 0.14% | 52 |
|
|
2018
Q4 | $235K | Hold |
2,580
| – | – | 0.16% | 52 |
|
|
2018
Q3 | $254K | Buy |
2,580
+176
| +7% | +$17.3K | 0.17% | 47 |
|
|
2018
Q2 | $206K | Buy |
+2,404
| New | +$206K | 0.15% | 54 |
|