PCA
Personal Capital Advisors’s Medtronic MDT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-2,511
| Closed | -$203K | – | 496 |
|
2022
Q3 | $203K | Buy |
+2,511
| New | +$203K | ﹤0.01% | 435 |
|
2022
Q1 | – | Sell |
-2,678
| Closed | -$274K | – | 522 |
|
2021
Q4 | $274K | Buy |
+2,678
| New | +$274K | ﹤0.01% | 457 |
|
2021
Q1 | – | Sell |
-1,735
| Closed | -$203K | – | 486 |
|
2020
Q4 | $203K | Buy |
+1,735
| New | +$203K | ﹤0.01% | 441 |
|
2020
Q1 | – | Sell |
-1,879
| Closed | -$213K | – | 382 |
|
2019
Q4 | $213K | Sell |
1,879
-439
| -19% | -$49.8K | ﹤0.01% | 382 |
|
2019
Q3 | $251K | Buy |
2,318
+109
| +5% | +$11.8K | ﹤0.01% | 316 |
|
2019
Q2 | $215K | Sell |
2,209
-61
| -3% | -$5.94K | ﹤0.01% | 307 |
|
2019
Q1 | $207K | Buy |
+2,270
| New | +$207K | ﹤0.01% | 314 |
|
2018
Q4 | – | Sell |
-2,243
| Closed | -$221K | – | 319 |
|
2018
Q3 | $221K | Buy |
+2,243
| New | +$221K | ﹤0.01% | 282 |
|
2018
Q1 | – | Sell |
-2,546
| Closed | -$206K | – | 272 |
|
2017
Q4 | $206K | Buy |
+2,546
| New | +$206K | ﹤0.01% | 246 |
|
2015
Q1 | – | Sell |
-3,242
| Closed | -$234K | – | 143 |
|
2014
Q4 | $234K | Sell |
3,242
-97,771
| -97% | -$7.06M | 0.02% | 134 |
|
2014
Q3 | $6.26M | Buy |
101,013
+19,538
| +24% | +$1.21M | 0.81% | 36 |
|
2014
Q2 | $5.2M | Buy |
81,475
+18,578
| +30% | +$1.18M | 0.86% | 29 |
|
2014
Q1 | $3.87M | Buy |
62,897
+16,415
| +35% | +$1.01M | 0.87% | 31 |
|
2013
Q4 | $2.67M | Buy |
+46,482
| New | +$2.67M | 0.85% | 47 |
|