RFA
Reilly Financial Advisors’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $38K | Buy |
363
+50
| +16% | +$5.23K | ﹤0.01% | 445 |
|
|
2021
Q3 | $39K | Sell |
313
-1,846
| -86% | -$230K | ﹤0.01% | 420 |
|
|
2021
Q2 | $268K | Sell |
2,159
-1
| -0% | -$124 | 0.02% | 179 |
|
|
2021
Q1 | $255K | Sell |
2,160
-1,130
| -34% | -$133K | 0.02% | 175 |
|
|
2020
Q4 | $385K | Buy |
3,290
+3,160
| +2,431% | +$370K | 0.04% | 145 |
|
|
2020
Q3 | $14K | Sell |
130
-239
| -65% | -$25.7K | ﹤0.01% | 511 |
|
|
2020
Q2 | $34K | Sell |
369
-6
| -2% | -$553 | ﹤0.01% | 364 |
|
|
2020
Q1 | $34K | Buy |
375
+166
| +79% | +$15.1K | ﹤0.01% | 351 |
|
|
2019
Q4 | $24K | Hold |
209
| – | – | ﹤0.01% | 462 |
|
|
2019
Q3 | $23K | Hold |
209
| – | – | ﹤0.01% | 475 |
|
|
2019
Q2 | $20K | Sell |
209
-78
| -27% | -$7.46K | ﹤0.01% | 536 |
|
|
2019
Q1 | $26K | Sell |
287
-1
| -0.3% | -$91 | ﹤0.01% | 469 |
|
|
2018
Q4 | $26K | Buy |
288
+79
| +38% | +$7.13K | ﹤0.01% | 440 |
|
|
2018
Q3 | $21K | Sell |
209
-217
| -51% | -$21.8K | ﹤0.01% | 542 |
|
|
2018
Q2 | $37K | Buy |
426
+217
| +104% | +$18.8K | 0.01% | 366 |
|
|
2018
Q1 | $17K | Sell |
209
-177
| -46% | -$14.4K | ﹤0.01% | 536 |
|
|
2017
Q4 | $31K | Sell |
386
-50
| -11% | -$4.02K | ﹤0.01% | 406 |
|
|
2017
Q3 | $34K | Sell |
436
-154
| -26% | -$12K | 0.01% | 369 |
|
|
2017
Q2 | $52K | Sell |
590
-45
| -7% | -$3.97K | 0.01% | 299 |
|
|
2017
Q1 | $51K | Buy |
635
+121
| +24% | +$9.72K | 0.01% | 290 |
|
|
2016
Q4 | $37K | Sell |
514
-870
| -63% | -$62.6K | 0.01% | 326 |
|
|
2016
Q3 | $120K | Sell |
1,384
-2,473
| -64% | -$214K | 0.02% | 173 |
|
|
2016
Q2 | $335K | Buy |
3,857
+2,617
| +211% | +$227K | 0.06% | 119 |
|
|
2016
Q1 | $93K | Buy |
1,240
+56
| +5% | +$4.2K | 0.02% | 215 |
|
|
2015
Q4 | $91K | Sell |
1,184
-369
| -24% | -$28.4K | 0.02% | 225 |
|
|
2015
Q3 | $104K | Hold |
1,553
| – | – | 0.02% | 251 |
|
|
2015
Q2 | $115K | Sell |
1,553
-351
| -18% | -$26K | 0.02% | 257 |
|
|
2015
Q1 | $149K | Buy |
1,904
+320
| +20% | +$25K | 0.03% | 206 |
|
|
2014
Q4 | $114K | Sell |
1,584
-1,054
| -40% | -$75.9K | 0.03% | 176 |
|
|
2014
Q3 | $163K | Hold |
2,638
| – | – | 0.04% | 142 |
|
|
2014
Q2 | $169K | Buy |
2,638
+400
| +18% | +$25.6K | 0.04% | 131 |
|
|
2014
Q1 | $138K | Sell |
2,238
-287
| -11% | -$17.7K | 0.03% | 147 |
|
|
2013
Q4 | $145K | Buy |
2,525
+2,242
| +792% | +$129K | 0.04% | 129 |
|
|
2013
Q3 | $15K | Hold |
283
| – | – | ﹤0.01% | 393 |
|
|
2013
Q2 | $15K | Buy |
+283
| New | +$15K | ﹤0.01% | 394 |
|