MYCIO Wealth Partners’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,462
| Closed | -$620K | – | 245 |
|
|
2019
Q4 | $620K | Buy |
5,462
+185
| +4% | +$21K | 0.04% | 174 |
|
|
2019
Q3 | $573K | Buy |
5,277
+2,368
| +81% | +$257K | 0.04% | 162 |
|
|
2019
Q2 | $283K | Buy |
+2,909
| New | +$283K | 0.02% | 244 |
|
|
2017
Q3 | – | Sell |
-2,606
| Closed | -$231K | – | 251 |
|
|
2017
Q2 | $231K | Sell |
2,606
-744
| -22% | -$65.9K | 0.03% | 207 |
|
|
2017
Q1 | $270K | Buy |
3,350
+153
| +5% | +$12.3K | 0.03% | 185 |
|
|
2016
Q4 | $228K | Buy |
3,197
+224
| +8% | +$16K | 0.03% | 192 |
|
|
2016
Q3 | $257K | Buy |
2,973
+1,415
| +91% | +$122K | 0.04% | 147 |
|
|
2016
Q2 | $135K | Buy |
1,558
+65
| +4% | +$5.63K | 0.02% | 220 |
|
|
2016
Q1 | $112K | Hold |
1,493
| – | – | 0.02% | 211 |
|
|
2015
Q4 | $115K | Sell |
1,493
-34
| -2% | -$2.62K | 0.02% | 199 |
|
|
2015
Q3 | $102K | Buy |
1,527
+34
| +2% | +$2.27K | 0.02% | 205 |
|
|
2015
Q2 | $111K | Buy |
1,493
+209
| +16% | +$15.5K | 0.02% | 201 |
|
|
2015
Q1 | $100K | Buy |
1,284
+784
| +157% | +$61.1K | 0.02% | 211 |
|
|
2014
Q4 | $36K | Hold |
500
| – | – | 0.01% | 310 |
|
|
2014
Q3 | $31K | Hold |
500
| – | – | 0.01% | 310 |
|
|
2014
Q2 | $32K | Hold |
500
| – | – | 0.01% | 325 |
|
|
2014
Q1 | $31K | Hold |
500
| – | – | 0.01% | 316 |
|
|
2013
Q4 | $29K | Hold |
500
| – | – | 0.01% | 316 |
|
|
2013
Q3 | $27K | Buy |
500
+465
| +1,329% | +$25.1K | 0.01% | 297 |
|
|
2013
Q2 | $2K | Buy |
+35
| New | +$2K | ﹤0.01% | 509 |
|