Seven Post Investment Office’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,000
| Closed | -$222K | – | 50 |
|
|
2022
Q1 | $222K | Hold |
2,000
| – | – | 0.07% | 45 |
|
|
2021
Q4 | $207K | Hold |
2,000
| – | – | 0.06% | 46 |
|
|
2021
Q3 | $251K | Hold |
2,000
| – | – | 0.08% | 43 |
|
|
2021
Q2 | $248K | Hold |
2,000
| – | – | 0.08% | 45 |
|
|
2021
Q1 | $236K | Sell |
2,000
-15
| -0.7% | -$1.77K | 0.08% | 40 |
|
|
2020
Q4 | $236K | Hold |
2,015
| – | – | 0.1% | 39 |
|
|
2020
Q3 | $209K | Buy |
+2,015
| New | +$209K | 0.08% | 41 |
|
|
2020
Q1 | – | Sell |
-2,015
| Closed | -$229K | – | 40 |
|
|
2019
Q4 | $229K | Hold |
2,015
| – | – | 0.17% | 26 |
|
|
2019
Q3 | $219K | Buy |
+2,015
| New | +$219K | 0.16% | 23 |
|