Genovese Burford & Brothers Wealth & Retirement Plan Management’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-180
| Closed | -$15K | – | 248 |
|
|
2018
Q2 | $15K | Hold |
180
| – | – | 0.01% | 281 |
|
|
2018
Q1 | $14K | Hold |
180
| – | – | 0.01% | 290 |
|
|
2017
Q4 | $16K | Buy |
+180
| New | +$16K | 0.04% | 159 |
|
|
2017
Q3 | – | Sell |
-26
| Closed | -$2K | – | 409 |
|
|
2017
Q2 | $2K | Hold |
26
| – | – | ﹤0.01% | 360 |
|
|
2017
Q1 | $3K | Sell |
26
-143
| -85% | -$16.5K | ﹤0.01% | 380 |
|
|
2016
Q4 | $13K | Sell |
169
-672
| -80% | -$51.7K | ﹤0.01% | 293 |
|
|
2016
Q3 | $72K | Hold |
841
| – | – | 0.03% | 127 |
|
|
2016
Q2 | $72K | Buy |
841
+81
| +11% | +$6.94K | 0.03% | 116 |
|
|
2016
Q1 | $57K | Buy |
760
+26
| +4% | +$1.95K | 0.03% | 117 |
|
|
2015
Q4 | $56K | Buy |
+734
| New | +$56K | 0.03% | 121 |
|