Squar Milner Financial Services’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-8,882
| Closed | -$814K | – | 114 |
|
|
2020
Q2 | $814K | Buy |
8,882
+769
| +9% | +$70.5K | 0.46% | 52 |
|
|
2020
Q1 | $731K | Buy |
8,113
+368
| +5% | +$33.2K | 0.44% | 42 |
|
|
2019
Q4 | $878K | Buy |
7,745
+97
| +1% | +$11K | 0.44% | 38 |
|
|
2019
Q3 | $795K | Buy |
7,648
+3,506
| +85% | +$364K | 0.41% | 65 |
|
|
2019
Q2 | $403K | Buy |
4,142
+1,392
| +51% | +$135K | 0.27% | 87 |
|
|
2019
Q1 | $250K | Buy |
2,750
+275
| +11% | +$25K | 0.18% | 133 |
|
|
2018
Q4 | $225K | Buy |
2,475
+49
| +2% | +$4.46K | 0.22% | 118 |
|
|
2018
Q3 | $239K | Sell |
2,426
-31
| -1% | -$3.05K | 0.22% | 127 |
|
|
2018
Q2 | $210K | Buy |
+2,457
| New | +$210K | 0.19% | 149 |
|