LBMC Investment Advisors’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-3,056
| Closed | -$247K | – | 162 |
|
2022
Q3 | $247K | Hold |
3,056
| – | – | 0.03% | 127 |
|
2022
Q2 | $274K | Buy |
3,056
+4
| +0.1% | +$359 | 0.03% | 119 |
|
2022
Q1 | $339K | Sell |
3,052
-32
| -1% | -$3.55K | 0.03% | 112 |
|
2021
Q4 | $319K | Buy |
3,084
+1,566
| +103% | +$162K | 0.03% | 129 |
|
2021
Q3 | $417 | Sell |
1,518
-746
| -33% | -$205 | 0.04% | 103 |
|
2021
Q2 | $281K | Buy |
+2,264
| New | +$281K | 0.03% | 130 |
|
2015
Q2 | – | Sell |
-11,771
| Closed | -$918K | – | 59 |
|
2015
Q1 | $918K | Sell |
11,771
-8,730
| -43% | -$681K | 0.21% | 25 |
|
2014
Q4 | $1.48M | Buy |
+20,501
| New | +$1.48M | 0.34% | 22 |
|