Omnia Family Wealth’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 |
-2,287
| Closed | -$261K | – | 84 |
|
|
2019
Q4 | $261K | Buy |
+2,287
| New | +$261K | 0.12% | 82 |
|
|
2019
Q3 | – | Sell |
-2,438
| Closed | -$237K | – | 95 |
|
|
2019
Q2 | $237K | Buy |
2,438
+181
| +8% | +$17.6K | 0.12% | 85 |
|
|
2019
Q1 | $207K | Buy |
2,257
+18
| +0.8% | +$1.65K | 0.1% | 87 |
|
|
2018
Q4 | $205K | Hold |
2,239
| – | – | 0.11% | 84 |
|
|
2018
Q3 | $221K | Hold |
2,239
| – | – | 0.1% | 84 |
|
|
2018
Q2 | $192K | Buy |
2,239
+38
| +2% | +$3.26K | 0.09% | 89 |
|
|
2018
Q1 | $178K | Sell |
2,201
-431
| -16% | -$34.9K | 0.08% | 92 |
|
|
2017
Q4 | $214K | Buy |
2,632
+453
| +21% | +$36.8K | 0.1% | 85 |
|
|
2017
Q3 | $170K | Sell |
2,179
-90
| -4% | -$7.02K | 0.08% | 96 |
|
|
2017
Q2 | $201K | Sell |
2,269
-1,122
| -33% | -$99.4K | 0.1% | 88 |
|
|
2017
Q1 | $275K | Sell |
3,391
-445
| -12% | -$36.1K | 0.13% | 69 |
|
|
2016
Q4 | $275K | Buy |
+3,836
| New | +$275K | 0.14% | 74 |
|