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