Security National Trust’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $83K | Hold |
672
| – | – | 0.02% | 229 |
|
2021
Q2 | $83K | Hold |
672
| – | – | 0.02% | 238 |
|
2021
Q1 | $80K | Sell |
672
-65
| -9% | -$7.74K | 0.02% | 238 |
|
2020
Q4 | $87K | Hold |
737
| – | – | 0.02% | 230 |
|
2020
Q3 | $77K | Hold |
737
| – | – | 0.02% | 226 |
|
2020
Q2 | $68K | Buy |
737
+247
| +50% | +$22.8K | 0.02% | 235 |
|
2020
Q1 | $44K | Buy |
490
+50
| +11% | +$4.49K | 0.02% | 253 |
|
2019
Q4 | $50K | Hold |
440
| – | – | 0.01% | 261 |
|
2019
Q3 | $48K | Sell |
440
-100
| -19% | -$10.9K | 0.02% | 255 |
|
2019
Q2 | $52K | Hold |
540
| – | – | 0.02% | 254 |
|
2019
Q1 | $49K | Hold |
540
| – | – | 0.02% | 254 |
|
2018
Q4 | $49K | Hold |
540
| – | – | 0.02% | 239 |
|
2018
Q3 | $53K | Sell |
540
-10
| -2% | -$981 | 0.02% | 256 |
|
2018
Q2 | $47K | Buy |
550
+250
| +83% | +$21.4K | 0.02% | 266 |
|
2018
Q1 | $24K | Sell |
300
-77
| -20% | -$6.16K | 0.01% | 295 |
|
2017
Q4 | $30K | Hold |
377
| – | – | 0.01% | 285 |
|
2017
Q3 | $29K | Sell |
377
-150
| -28% | -$11.5K | 0.01% | 291 |
|
2017
Q2 | $47K | Hold |
527
| – | – | 0.02% | 277 |
|
2017
Q1 | $42K | Hold |
527
| – | – | 0.01% | 286 |
|
2016
Q4 | $37K | Hold |
527
| – | – | 0.01% | 297 |
|
2016
Q3 | $46K | Sell |
527
-10
| -2% | -$873 | 0.02% | 284 |
|
2016
Q2 | $47K | Hold |
537
| – | – | 0.02% | 279 |
|
2016
Q1 | $40K | Sell |
537
-28
| -5% | -$2.09K | 0.02% | 286 |
|
2015
Q4 | $44K | Sell |
565
-40
| -7% | -$3.12K | 0.02% | 273 |
|
2015
Q3 | $40K | Sell |
605
-1
| -0.2% | -$66 | 0.02% | 289 |
|
2015
Q2 | $45K | Hold |
606
| – | – | 0.02% | 285 |
|
2015
Q1 | $48K | Buy |
606
+91
| +18% | +$7.21K | 0.02% | 286 |
|
2014
Q4 | $37K | Hold |
515
| – | – | 0.01% | 301 |
|
2014
Q3 | $32K | Hold |
515
| – | – | 0.01% | 305 |
|
2014
Q2 | $33K | Hold |
515
| – | – | 0.01% | 310 |
|
2014
Q1 | $32K | Hold |
515
| – | – | 0.01% | 313 |
|
2013
Q4 | $29K | Sell |
515
-315
| -38% | -$17.7K | 0.01% | 317 |
|
2013
Q3 | $44K | Buy |
830
+40
| +5% | +$2.12K | 0.02% | 272 |
|
2013
Q2 | $41K | Buy |
+790
| New | +$41K | 0.02% | 274 |
|