Financial Architects (New Jersey)’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,527
| Closed | -$140K | – | 552 |
|
|
2020
Q2 | $140K | Sell |
1,527
-554
| -27% | -$50.8K | 0.03% | 284 |
|
|
2020
Q1 | $188K | Buy |
2,081
+1,850
| +801% | +$167K | 0.05% | 223 |
|
|
2019
Q4 | $26K | Buy |
231
+77
| +50% | +$8.67K | 0.01% | 532 |
|
|
2019
Q3 | $17K | Buy |
154
+100
| +185% | +$11K | ﹤0.01% | 620 |
|
|
2019
Q2 | $5K | Sell |
54
-1,081
| -95% | -$100K | ﹤0.01% | 885 |
|
|
2019
Q1 | $104K | Buy |
1,135
+117
| +11% | +$10.7K | 0.02% | 404 |
|
|
2018
Q4 | $93K | Sell |
1,018
-49
| -5% | -$4.48K | 0.02% | 384 |
|
|
2018
Q3 | $105K | Buy |
1,067
+62
| +6% | +$6.1K | 0.02% | 405 |
|
|
2018
Q2 | $86K | Buy |
1,005
+65
| +7% | +$5.56K | 0.02% | 433 |
|
|
2018
Q1 | $75K | Sell |
940
-1,132
| -55% | -$90.3K | 0.01% | 464 |
|
|
2017
Q4 | $168K | Buy |
2,072
+186
| +10% | +$15.1K | 0.03% | 323 |
|
|
2017
Q3 | $147K | Buy |
1,886
+61
| +3% | +$4.76K | 0.03% | 377 |
|
|
2017
Q2 | $162K | Sell |
1,825
-419
| -19% | -$37.2K | 0.03% | 334 |
|
|
2017
Q1 | $181K | Buy |
2,244
+450
| +25% | +$36.3K | 0.03% | 296 |
|
|
2016
Q4 | $128K | Sell |
1,794
-1,253
| -41% | -$89.4K | 0.03% | 335 |
|
|
2016
Q3 | $264K | Sell |
3,047
-25
| -0.8% | -$2.17K | 0.07% | 204 |
|
|
2016
Q2 | $266K | Buy |
3,072
+1,614
| +111% | +$140K | 0.08% | 190 |
|
|
2016
Q1 | $109K | Buy |
+1,458
| New | +$109K | 0.04% | 257 |
|
|
2015
Q3 | – | Sell |
-968
| Closed | -$72K | – | 606 |
|
|
2015
Q2 | $72K | Buy |
+968
| New | +$72K | 0.03% | 359 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 974 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 972 |
|
|
2014
Q3 | – | Hold |
0
| – | – | – | 910 |
|