Klingman & Associates’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-1,362
| Closed | -$118K | – | 231 |
|
|
2016
Q3 | $118K | Hold |
1,362
| – | – | 0.04% | 125 |
|
|
2016
Q2 | $118K | Hold |
1,362
| – | – | 0.04% | 124 |
|
|
2016
Q1 | $102K | Sell |
1,362
-25
| -2% | -$1.87K | 0.04% | 138 |
|
|
2015
Q4 | $107K | Hold |
1,387
| – | – | 0.04% | 151 |
|
|
2015
Q3 | $92K | Hold |
1,387
| – | – | 0.04% | 163 |
|
|
2015
Q2 | $103K | Hold |
1,387
| – | – | 0.04% | 131 |
|
|
2015
Q1 | $108K | Buy |
+1,387
| New | +$108K | 0.04% | 123 |
|