Kovitz Investment Group’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $217K | Buy |
+2,818
| New | +$217K | 0.01% | 121 |
|
|
2015
Q3 | – | Sell |
-3,222
| Closed | -$239K | – | 105 |
|
|
2015
Q2 | $239K | Sell |
3,222
-350
| -10% | -$26K | 0.01% | 103 |
|
|
2015
Q1 | $279K | Buy |
+3,572
| New | +$279K | 0.02% | 96 |
|
|
2014
Q4 | – | Sell |
-3,481
| Closed | -$216K | – | 108 |
|
|
2014
Q3 | $216K | Hold |
3,481
| – | – | 0.01% | 96 |
|
|
2014
Q2 | $222K | Buy |
+3,481
| New | +$222K | 0.01% | 100 |
|
|
2014
Q1 | – | Sell |
-3,550
| Closed | -$204K | – | 109 |
|
|
2013
Q4 | $204K | Sell |
3,550
-522
| -13% | -$30K | 0.01% | 99 |
|
|
2013
Q3 | $217K | Hold |
4,072
| – | – | 0.01% | 98 |
|
|
2013
Q2 | $210K | Buy |
+4,072
| New | +$210K | 0.01% | 96 |
|