Kelman-Lazarov Inc’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,500
| Closed | -$284K | – | 86 |
|
|
2019
Q4 | $284K | Hold |
2,500
| – | – | 0.13% | 81 |
|
|
2019
Q3 | $272K | Buy |
+2,500
| New | +$272K | 0.13% | 81 |
|
|
2017
Q1 | – | Sell |
-1,417
| Closed | -$101K | – | 189 |
|
|
2016
Q4 | $101K | Sell |
1,417
-225
| -14% | -$16K | 0.06% | 138 |
|
|
2016
Q3 | $141K | Buy |
1,642
+125
| +8% | +$10.8K | 0.08% | 123 |
|
|
2016
Q2 | $132K | Buy |
1,517
+225
| +17% | +$19.6K | 0.08% | 130 |
|
|
2016
Q1 | $97K | Buy |
+1,292
| New | +$97K | 0.06% | 152 |
|