Endurance Wealth Management’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $234K | Hold |
2,661
| – | – | 0.03% | 179 |
|
2023
Q1 | $215K | Hold |
2,661
| – | – | 0.03% | 187 |
|
2022
Q4 | $207K | Sell |
2,661
-15
| -0.6% | -$1.17K | 0.03% | 182 |
|
2022
Q3 | $216K | Buy |
2,676
+1,200
| +81% | +$96.9K | 0.04% | 175 |
|
2022
Q2 | $132K | Sell |
1,476
-334
| -18% | -$29.9K | 0.02% | 228 |
|
2022
Q1 | $201K | Sell |
1,810
-200
| -10% | -$22.2K | 0.03% | 201 |
|
2021
Q4 | $208K | Hold |
2,010
| – | – | 0.02% | 213 |
|
2021
Q3 | $252K | Hold |
2,010
| – | – | 0.03% | 200 |
|
2021
Q2 | $249K | Sell |
2,010
-16
| -0.8% | -$1.98K | 0.03% | 202 |
|
2021
Q1 | $239K | Buy |
2,026
+34
| +2% | +$4.01K | 0.03% | 202 |
|
2020
Q4 | $233K | Sell |
1,992
-94
| -5% | -$11K | 0.03% | 191 |
|
2020
Q3 | $217K | Hold |
2,086
| – | – | 0.03% | 181 |
|
2020
Q2 | $191K | Hold |
2,086
| – | – | 0.03% | 185 |
|
2020
Q1 | $188K | Buy |
2,086
+125
| +6% | +$11.3K | 0.04% | 177 |
|
2019
Q4 | $222K | Buy |
1,961
+215
| +12% | +$24.3K | 0.03% | 176 |
|
2019
Q3 | $190K | Buy |
1,746
+250
| +17% | +$27.2K | 0.03% | 178 |
|
2019
Q2 | $146K | Hold |
1,496
| – | – | 0.02% | 194 |
|
2019
Q1 | $136K | Hold |
1,496
| – | – | 0.02% | 194 |
|
2018
Q4 | $136K | Buy |
1,496
+47
| +3% | +$4.27K | 0.03% | 189 |
|
2018
Q3 | $143K | Sell |
1,449
-49
| -3% | -$4.84K | 0.02% | 193 |
|
2018
Q2 | $128K | Sell |
1,498
-400
| -21% | -$34.2K | 0.02% | 202 |
|
2018
Q1 | $152K | Hold |
1,898
| – | – | 0.03% | 200 |
|
2017
Q4 | $153K | Hold |
1,898
| – | – | 0.02% | 194 |
|
2017
Q3 | $148K | Buy |
1,898
+50
| +3% | +$3.9K | 0.02% | 192 |
|
2017
Q2 | $164K | Hold |
1,848
| – | – | 0.03% | 184 |
|
2017
Q1 | $149K | Sell |
1,848
-147
| -7% | -$11.9K | 0.03% | 188 |
|
2016
Q4 | $142K | Hold |
1,995
| – | – | 0.03% | 193 |
|
2016
Q3 | $172K | Hold |
1,995
| – | – | 0.03% | 180 |
|
2016
Q2 | $173K | Sell |
1,995
-300
| -13% | -$26K | 0.03% | 169 |
|
2016
Q1 | $173 | Hold |
2,295
| – | – | 0.02% | 169 |
|
2015
Q4 | $176K | Sell |
2,295
-273
| -11% | -$20.9K | 0.03% | 174 |
|
2015
Q3 | $188K | Hold |
2,568
| – | – | 0.03% | 170 |
|
2015
Q2 | $190K | Buy |
+2,568
| New | +$190K | 0.03% | 165 |
|