LBA Wealth Management’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $92K | Hold |
1,136
| – | – | 0.05% | 152 |
|
|
2016
Q4 | $81K | Sell |
1,136
-100
| -8% | -$7.13K | 0.04% | 159 |
|
|
2016
Q3 | $107K | Sell |
1,236
-70
| -5% | -$6.06K | 0.06% | 150 |
|
|
2016
Q2 | $113K | Sell |
1,306
-25
| -2% | -$2.16K | 0.06% | 143 |
|
|
2016
Q1 | $100K | Buy |
1,331
+1,199
| +908% | +$90.1K | 0.06% | 151 |
|
|
2015
Q4 | $10K | Sell |
132
-131
| -50% | -$9.92K | 0.01% | 293 |
|
|
2015
Q3 | $18K | Sell |
263
-800
| -75% | -$54.8K | 0.01% | 232 |
|
|
2015
Q2 | $79K | Hold |
1,063
| – | – | 0.05% | 146 |
|
|
2015
Q1 | $83K | Buy |
1,063
+47
| +5% | +$3.67K | 0.05% | 144 |
|
|
2014
Q4 | $73K | Sell |
1,016
-55
| -5% | -$3.95K | 0.05% | 156 |
|
|
2014
Q3 | $66K | Buy |
1,071
+186
| +21% | +$11.5K | 0.05% | 159 |
|
|
2014
Q2 | $56K | Buy |
885
+85
| +11% | +$5.38K | 0.05% | 158 |
|
|
2014
Q1 | $49K | Hold |
800
| – | – | 0.04% | 161 |
|
|
2013
Q4 | $46K | Buy |
+800
| New | +$46K | 0.04% | 160 |
|