Northeast Financial Consultants’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-1,814
| Closed | -$201K | – | 370 |
|
2022
Q1 | $201K | Sell |
1,814
-1,024
| -36% | -$113K | 0.01% | 371 |
|
2021
Q4 | $294K | Sell |
2,838
-232
| -8% | -$24K | 0.02% | 281 |
|
2021
Q3 | $385K | Sell |
3,070
-623
| -17% | -$78.1K | 0.03% | 251 |
|
2021
Q2 | $458K | Buy |
3,693
+600
| +19% | +$74.4K | 0.03% | 231 |
|
2021
Q1 | $365K | Buy |
3,093
+232
| +8% | +$27.4K | 0.03% | 242 |
|
2020
Q4 | $335K | Hold |
2,861
| – | – | 0.03% | 241 |
|
2020
Q3 | $297K | Sell |
2,861
-12
| -0.4% | -$1.25K | 0.03% | 230 |
|
2020
Q2 | $263K | Buy |
2,873
+6
| +0.2% | +$549 | 0.03% | 234 |
|
2020
Q1 | $259K | Buy |
2,867
+6
| +0.2% | +$542 | 0.03% | 216 |
|
2019
Q4 | $325K | Sell |
2,861
-1,019
| -26% | -$116K | 0.03% | 225 |
|
2019
Q3 | $421K | Hold |
3,880
| – | – | 0.04% | 196 |
|
2019
Q2 | $378K | Buy |
3,880
+23
| +0.6% | +$2.24K | 0.04% | 204 |
|
2019
Q1 | $351K | Buy |
+3,857
| New | +$351K | 0.04% | 208 |
|
2018
Q3 | – | Sell |
-2,585
| Closed | -$221K | – | 164 |
|
2018
Q2 | $221K | Hold |
2,585
| – | – | 0.07% | 129 |
|
2018
Q1 | $207K | Sell |
2,585
-262
| -9% | -$21K | 0.07% | 134 |
|
2017
Q4 | $229K | Buy |
2,847
+262
| +10% | +$21.1K | 0.08% | 132 |
|
2017
Q3 | $201K | Hold |
2,585
| – | – | 0.07% | 146 |
|
2017
Q2 | $229K | Hold |
2,585
| – | – | 0.09% | 131 |
|
2017
Q1 | $208K | Buy |
+2,585
| New | +$208K | 0.09% | 139 |
|
2016
Q4 | – | Sell |
-2,585
| Closed | -$223K | – | 151 |
|
2016
Q3 | $223K | Buy |
+2,585
| New | +$223K | 0.09% | 139 |
|