JIP
Jaffetilchin Investment Partners’s Medtronic MDT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-2,995
| Closed | -$270K | – | 901 |
|
2024
Q3 | $270K | Sell |
2,995
-1,737
| -37% | -$156K | 0.02% | 306 |
|
2024
Q2 | $372K | Sell |
4,732
-6,586
| -58% | -$518K | 0.03% | 255 |
|
2024
Q1 | $986K | Buy |
11,318
+3,056
| +37% | +$266K | 0.09% | 134 |
|
2023
Q4 | $681K | Buy |
+8,262
| New | +$681K | 0.07% | 179 |
|
2023
Q3 | – | Sell |
-6,655
| Closed | -$586K | – | 361 |
|
2023
Q2 | $586K | Buy |
6,655
+2,833
| +74% | +$250K | 0.06% | 181 |
|
2023
Q1 | $308K | Buy |
3,822
+1,035
| +37% | +$83.4K | 0.04% | 282 |
|
2022
Q4 | $217K | Sell |
2,787
-732
| -21% | -$56.9K | 0.03% | 324 |
|
2022
Q3 | $284K | Buy |
+3,519
| New | +$284K | 0.04% | 257 |
|
2020
Q1 | – | Sell |
-2,380
| Closed | -$270K | – | 201 |
|
2019
Q4 | $270K | Buy |
2,380
+301
| +14% | +$34.1K | 0.06% | 180 |
|
2019
Q3 | $226K | Buy |
+2,079
| New | +$226K | 0.05% | 199 |
|
2019
Q2 | – | Sell |
-3,420
| Closed | -$311K | – | 306 |
|
2019
Q1 | $311K | Buy |
+3,420
| New | +$311K | 0.07% | 209 |
|
2014
Q1 | – | Sell |
-12,503
| Closed | -$718K | – | 209 |
|
2013
Q4 | $718K | Buy |
+12,503
| New | +$718K | 0.35% | 69 |
|