RPg Family Wealth Advisory’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | – | Sell |
-259
| Closed | -$20.8K | – | 272 |
|
2018
Q1 | $20.8K | Sell |
259
-311
| -55% | -$24.9K | 0.02% | 192 |
|
2017
Q4 | $46K | Buy |
570
+24
| +4% | +$1.94K | 0.04% | 134 |
|
2017
Q3 | $42.5K | Buy |
546
+340
| +165% | +$26.4K | 0.03% | 150 |
|
2017
Q2 | $18.3K | Hold |
206
| – | – | 0.02% | 248 |
|
2017
Q1 | $16.6K | Sell |
206
-238
| -54% | -$19.2K | 0.01% | 229 |
|
2016
Q4 | $31.6K | Sell |
444
-106
| -19% | -$7.55K | 0.03% | 150 |
|
2016
Q3 | $47.5K | Buy |
550
+275
| +100% | +$23.8K | 0.03% | 123 |
|
2016
Q2 | $23.9K | Sell |
275
-81
| -23% | -$7.03K | 0.01% | 181 |
|
2016
Q1 | $26.7K | Buy |
356
+147
| +70% | +$11K | 0.02% | 165 |
|
2015
Q4 | $16.1K | Buy |
+209
| New | +$16.1K | 0.01% | 164 |
|