Joel Isaacson & Co’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,106
| Closed | -$264K | – | 313 |
|
|
2021
Q3 | $264K | Sell |
2,106
-465
| -18% | -$58.3K | 0.02% | 263 |
|
|
2021
Q2 | $319K | Buy |
2,571
+85
| +3% | +$10.5K | 0.02% | 229 |
|
|
2021
Q1 | $294K | Buy |
+2,486
| New | +$294K | 0.03% | 217 |
|
|
2017
Q1 | – | Sell |
-621
| Closed | -$44K | – | 384 |
|
|
2016
Q4 | $44K | Buy |
621
+100
| +19% | +$7.09K | 0.01% | 327 |
|
|
2016
Q3 | $45K | Sell |
521
-100
| -16% | -$8.64K | 0.01% | 338 |
|
|
2016
Q2 | $54K | Hold |
621
| – | – | 0.01% | 313 |
|
|
2016
Q1 | $47K | Hold |
621
| – | – | 0.01% | 346 |
|
|
2015
Q4 | $48K | Hold |
621
| – | – | 0.01% | 331 |
|
|
2015
Q3 | $42K | Sell |
621
-48
| -7% | -$3.25K | 0.01% | 364 |
|
|
2015
Q2 | $50K | Sell |
669
-1,060
| -61% | -$79.2K | 0.01% | 359 |
|
|
2015
Q1 | $135K | Buy |
1,729
+704
| +69% | +$55K | 0.03% | 216 |
|
|
2014
Q4 | $74K | Hold |
1,025
| – | – | 0.02% | 266 |
|
|
2014
Q3 | $64K | Hold |
1,025
| – | – | 0.02% | 265 |
|
|
2014
Q2 | $65K | Hold |
1,025
| – | – | 0.02% | 262 |
|
|
2014
Q1 | $63K | Hold |
1,025
| – | – | 0.02% | 258 |
|
|
2013
Q4 | $59K | Hold |
1,025
| – | – | 0.02% | 247 |
|
|
2013
Q3 | $55K | Hold |
1,025
| – | – | 0.02% | 245 |
|
|
2013
Q2 | $53K | Buy |
+1,025
| New | +$53K | 0.02% | 221 |
|