Security National Bank of Sioux City Iowa’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-4,650
| Closed | -$457K | – | 84 |
|
|
2018
Q3 | $457K | Sell |
4,650
-6,750
| -59% | -$663K | 0.4% | 63 |
|
|
2018
Q2 | $976K | Sell |
11,400
-11,250
| -50% | -$963K | 0.92% | 52 |
|
|
2018
Q1 | $1.82M | Sell |
22,650
-6,500
| -22% | -$521K | 1.7% | 18 |
|
|
2017
Q4 | $2.35M | Hold |
29,150
| – | – | 2.13% | 8 |
|
|
2017
Q3 | $2.27M | Hold |
29,150
| – | – | 2.22% | 8 |
|
|
2017
Q2 | $2.59M | Sell |
29,150
-29
| -0.1% | -$2.57K | 2.54% | 5 |
|
|
2017
Q1 | $2.35M | Hold |
29,179
| – | – | 2.32% | 6 |
|
|
2016
Q4 | $2.08M | Buy |
29,179
+29
| +0.1% | +$2.07K | 2.16% | 9 |
|
|
2016
Q3 | $2.52M | Sell |
29,150
-47
| -0.2% | -$4.06K | 2.81% | 5 |
|
|
2016
Q2 | $2.53M | Sell |
29,197
-8,052
| -22% | -$699K | 2.87% | 5 |
|
|
2016
Q1 | $2.79M | Buy |
+37,249
| New | +$2.79M | 3.27% | 3 |
|
|
2015
Q2 | – | Sell |
-21,883
| Closed | -$1.71M | – | 77 |
|
|
2015
Q1 | $1.71M | Sell |
21,883
-217
| -1% | -$16.9K | 1.84% | 14 |
|
|
2014
Q4 | $1.6M | Sell |
22,100
-533
| -2% | -$38.5K | 1.79% | 14 |
|
|
2014
Q3 | $1.4M | Buy |
22,633
+135
| +0.6% | +$8.36K | 1.57% | 28 |
|
|
2014
Q2 | $1.43M | Buy |
22,498
+125
| +0.6% | +$7.97K | 1.62% | 24 |
|
|
2014
Q1 | $1.38M | Sell |
22,373
-245
| -1% | -$15.1K | 1.61% | 23 |
|
|
2013
Q4 | $1.3M | Buy |
22,618
+2,020
| +10% | +$116K | 1.57% | 30 |
|
|
2013
Q3 | $1.1M | Sell |
20,598
-105
| -0.5% | -$5.59K | 1.59% | 26 |
|
|
2013
Q2 | $1.07M | Buy |
+20,703
| New | +$1.07M | 1.67% | 22 |
|