Fusion Family Wealth’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-256
| Closed | -$23K | – | 207 |
|
|
2018
Q4 | $23K | Hold |
256
| – | – | 0.01% | 148 |
|
|
2018
Q3 | $25K | Hold |
256
| – | – | 0.01% | 156 |
|
|
2018
Q2 | $22K | Hold |
256
| – | – | 0.01% | 182 |
|
|
2018
Q1 | $21K | Hold |
256
| – | – | 0.01% | 169 |
|
|
2017
Q4 | $21K | Buy |
+256
| New | +$21K | 0.01% | 179 |
|
|
2017
Q3 | – | Sell |
-256
| Closed | -$23K | – | 271 |
|
|
2017
Q2 | $23K | Hold |
256
| – | – | 0.01% | 162 |
|
|
2017
Q1 | $21K | Sell |
256
-152
| -37% | -$12.5K | 0.01% | 160 |
|
|
2016
Q4 | $30K | Buy |
+408
| New | +$30K | 0.02% | 156 |
|