Heritage Trust’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,326
| Closed | -$203K | – | 290 |
|
|
2024
Q1 | $203K | Buy |
+2,326
| New | +$203K | 0.03% | 280 |
|
|
2019
Q1 | – | Sell |
-1,163
| Closed | -$106K | – | 320 |
|
|
2018
Q4 | $106K | Sell |
1,163
-50
| -4% | -$4.56K | 0.04% | 157 |
|
|
2018
Q3 | $119K | Hold |
1,213
| – | – | 0.04% | 155 |
|
|
2018
Q2 | $104K | Hold |
1,213
| – | – | 0.04% | 157 |
|
|
2018
Q1 | $97K | Sell |
1,213
-18
| -1% | -$1.44K | 0.04% | 157 |
|
|
2017
Q4 | $99K | Hold |
1,231
| – | – | 0.04% | 148 |
|
|
2017
Q3 | $96K | Sell |
1,231
-288
| -19% | -$22.5K | 0.04% | 151 |
|
|
2017
Q2 | $135K | Sell |
1,519
-3,899
| -72% | -$347K | 0.05% | 129 |
|
|
2017
Q1 | $436K | Buy |
+5,418
| New | +$436K | 0.17% | 80 |
|