Destination Wealth Management’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,840
| Closed | -$209K | – | 169 |
|
|
2019
Q4 | $209K | Buy |
+1,840
| New | +$209K | 0.01% | 154 |
|
|
2019
Q3 | – | Sell |
-341
| Closed | -$33K | – | 352 |
|
|
2019
Q2 | $33K | Sell |
341
-1,724
| -83% | -$167K | ﹤0.01% | 327 |
|
|
2019
Q1 | $188K | Sell |
2,065
-245
| -11% | -$22.3K | 0.01% | 142 |
|
|
2018
Q4 | $210K | Buy |
2,310
+270
| +13% | +$24.5K | 0.01% | 139 |
|
|
2018
Q3 | $201K | Buy |
+2,040
| New | +$201K | 0.01% | 149 |
|
|
2018
Q2 | – | Sell |
-1,645
| Closed | -$132K | – | 597 |
|
|
2018
Q1 | $132K | Buy |
+1,645
| New | +$132K | 0.01% | 168 |
|
|
2015
Q3 | – | Sell |
-7,156
| Closed | -$530K | – | 180 |
|
|
2015
Q2 | $530K | Buy |
+7,156
| New | +$530K | 0.04% | 167 |
|