Lenox Wealth Management’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $1.63M | Sell |
17,713
-1,320
| -7% | -$122K | 0.5% | 36 |
|
|
2020
Q1 | $1.73M | Buy |
19,033
+1,014
| +6% | +$92K | 0.59% | 32 |
|
|
2019
Q4 | $2.05M | Sell |
18,019
-768
| -4% | -$87.5K | 0.58% | 36 |
|
|
2019
Q3 | $2.05M | Sell |
18,787
-160
| -0.8% | -$17.5K | 0.6% | 36 |
|
|
2019
Q2 | $1.85M | Buy |
18,947
+338
| +2% | +$32.9K | 0.55% | 38 |
|
|
2019
Q1 | $1.7M | Buy |
18,609
+216
| +1% | +$19.7K | 0.53% | 40 |
|
|
2018
Q4 | $1.68M | Sell |
18,393
-615
| -3% | -$56.2K | 0.57% | 41 |
|
|
2018
Q3 | $1.88M | Buy |
19,008
+2,049
| +12% | +$202K | 0.56% | 40 |
|
|
2018
Q2 | $1.45M | Buy |
16,959
+260
| +2% | +$22.3K | 0.47% | 40 |
|
|
2018
Q1 | $1.35M | Buy |
16,699
+385
| +2% | +$31.1K | 0.43% | 53 |
|
|
2017
Q4 | $1.33M | Buy |
16,314
+3,163
| +24% | +$257K | 0.4% | 51 |
|
|
2017
Q3 | $1.03M | Buy |
13,151
+2,583
| +24% | +$202K | 0.35% | 52 |
|
|
2017
Q2 | $938K | Buy |
+10,568
| New | +$938K | 0.38% | 51 |
|