Intellectus Partners’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-136
| Closed | -$12K | – | 322 |
|
|
2019
Q1 | $12K | Buy |
136
+17
| +14% | +$1.5K | 0.01% | 338 |
|
|
2018
Q4 | $11K | Sell |
119
-1,500
| -93% | -$139K | 0.01% | 194 |
|
|
2018
Q3 | $160K | Hold |
1,619
| – | – | 0.06% | 243 |
|
|
2018
Q2 | $139K | Hold |
1,619
| – | – | 0.05% | 251 |
|
|
2018
Q1 | $131K | Buy |
1,619
+119
| +8% | +$9.63K | 0.05% | 261 |
|
|
2017
Q4 | $122K | Hold |
1,500
| – | – | 0.05% | 264 |
|
|
2017
Q3 | $117K | Hold |
1,500
| – | – | 0.05% | 280 |
|
|
2017
Q2 | $133K | Hold |
1,500
| – | – | 0.06% | 239 |
|
|
2017
Q1 | $121K | Sell |
1,500
-310
| -17% | -$25K | 0.06% | 221 |
|
|
2016
Q4 | $130K | Buy |
+1,810
| New | +$130K | 0.07% | 204 |
|