LWA
Lenox Wealth Advisors’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $33K | Sell |
296
-800
| -73% | -$89.2K | ﹤0.01% | 300 |
|
|
2021
Q4 | $113K | Sell |
1,096
-23
| -2% | -$2.37K | 0.01% | 158 |
|
|
2021
Q3 | $140K | Buy |
1,119
+684
| +157% | +$85.6K | 0.02% | 132 |
|
|
2021
Q2 | $54K | Sell |
435
-99
| -19% | -$12.3K | 0.01% | 223 |
|
|
2021
Q1 | $63K | Buy |
534
+45
| +9% | +$5.31K | 0.01% | 163 |
|
|
2020
Q4 | $57K | Buy |
489
+8
| +2% | +$933 | 0.01% | 173 |
|
|
2020
Q3 | $50K | Sell |
481
-106
| -18% | -$11K | 0.01% | 162 |
|
|
2020
Q2 | $54K | Buy |
587
+146
| +33% | +$13.4K | 0.01% | 155 |
|
|
2020
Q1 | $40K | Buy |
441
+27
| +7% | +$2.45K | 0.01% | 161 |
|
|
2019
Q4 | $47K | Buy |
414
+118
| +40% | +$13.4K | 0.01% | 182 |
|
|
2019
Q3 | $32K | Buy |
296
+236
| +393% | +$25.5K | 0.01% | 212 |
|
|
2019
Q2 | $6K | Buy |
60
+11
| +22% | +$1.1K | ﹤0.01% | 309 |
|
|
2019
Q1 | $4K | Buy |
+49
| New | +$4K | ﹤0.01% | 402 |
|
|
2018
Q3 | – | Sell |
-7
| Closed | -$1K | – | 482 |
|
|
2018
Q2 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 521 |
|
|
2017
Q4 | – | Sell |
-4
| Closed | – | – | 428 |
|
|
2017
Q3 | $0 | Buy |
+4
| New | – | ﹤0.01% | 266 |
|
|
2016
Q3 | – | Sell |
-53
| Closed | -$5K | – | 212 |
|
|
2016
Q2 | $5K | Sell |
53
-37
| -41% | -$3.49K | ﹤0.01% | 191 |
|
|
2016
Q1 | $7K | Sell |
90
-88
| -49% | -$6.84K | ﹤0.01% | 180 |
|
|
2015
Q4 | $14K | Sell |
178
-256
| -59% | -$20.1K | ﹤0.01% | 165 |
|
|
2015
Q3 | $29K | Buy |
434
+50
| +13% | +$3.34K | 0.01% | 113 |
|
|
2015
Q2 | $28K | Sell |
384
-13
| -3% | -$948 | 0.01% | 88 |
|
|
2015
Q1 | $31K | Buy |
397
+138
| +53% | +$10.8K | 0.01% | 95 |
|
|
2014
Q4 | $19K | Buy |
259
+50
| +24% | +$3.67K | 0.01% | 139 |
|
|
2014
Q3 | $13K | Buy |
+209
| New | +$13K | 0.01% | 162 |
|