Inspirion Wealth Advisors’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-3,107
| Closed | -$268K | – | 62 |
|
|
2016
Q3 | $268K | Hold |
3,107
| – | – | 0.17% | 50 |
|
|
2016
Q2 | $270K | Sell |
3,107
-18
| -0.6% | -$1.56K | 0.18% | 49 |
|
|
2016
Q1 | $234K | Buy |
3,125
+18
| +0.6% | +$1.35K | 0.16% | 51 |
|
|
2015
Q4 | $239K | Hold |
3,107
| – | – | 0.18% | 49 |
|
|
2015
Q3 | $208K | Hold |
3,107
| – | – | 0.16% | 51 |
|
|
2015
Q2 | $230K | Hold |
3,107
| – | – | 0.17% | 50 |
|
|
2015
Q1 | $242K | Buy |
+3,107
| New | +$242K | 0.19% | 47 |
|