Integrated Wealth Management’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $279K | Buy |
+3,469
| New | +$279K | 0.09% | 193 |
|
|
2016
Q4 | – | Sell |
-2,846
| Closed | -$246K | – | 714 |
|
|
2016
Q3 | $246K | Hold |
2,846
| – | – | 0.09% | 191 |
|
|
2016
Q2 | $247K | Sell |
2,846
-1,345
| -32% | -$117K | 0.1% | 185 |
|
|
2016
Q1 | $314K | Buy |
4,191
+1,198
| +40% | +$89.8K | 0.13% | 136 |
|
|
2015
Q4 | $230K | Buy |
+2,993
| New | +$230K | 0.1% | 166 |
|
|
2015
Q2 | – | Sell |
-4,530
| Closed | -$353K | – | 1408 |
|
|
2015
Q1 | $353K | Buy |
+4,530
| New | +$353K | 0.15% | 122 |
|