SVA Wealth Management’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $4.11M | Sell |
35,116
-3,161
| -8% | -$370K | 0.36% | 56 |
|
|
2020
Q3 | $3.98M | Sell |
38,277
-20,437
| -35% | -$2.12M | 0.39% | 56 |
|
|
2020
Q2 | $5.38M | Sell |
58,714
-64
| -0.1% | -$5.87K | 0.57% | 41 |
|
|
2020
Q1 | $5.3M | Buy |
58,778
+1,376
| +2% | +$124K | 0.61% | 34 |
|
|
2019
Q4 | $6.51M | Sell |
57,402
-1,679
| -3% | -$190K | 0.6% | 37 |
|
|
2019
Q3 | $6.42M | Sell |
59,081
-498
| -0.8% | -$54.1K | 0.63% | 34 |
|
|
2019
Q2 | $5.8M | Sell |
59,579
-16,044
| -21% | -$1.56M | 0.57% | 39 |
|
|
2019
Q1 | $6.89M | Buy |
75,623
+2,864
| +4% | +$261K | 0.67% | 36 |
|
|
2018
Q4 | $6.62M | Buy |
72,759
+4,421
| +6% | +$402K | 0.74% | 32 |
|
|
2018
Q3 | $6.72M | Buy |
68,338
+2,432
| +4% | +$239K | 0.68% | 40 |
|
|
2018
Q2 | $5.64M | Buy |
65,906
+16,387
| +33% | +$1.4M | 0.61% | 48 |
|
|
2018
Q1 | $3.85M | Sell |
49,519
-2,700
| -5% | -$210K | 0.48% | 59 |
|
|
2017
Q4 | $4.22M | Buy |
52,219
+2,700
| +5% | +$218K | 0.49% | 53 |
|
|
2017
Q3 | $3.85M | Buy |
49,519
+89
| +0.2% | +$6.92K | 0.48% | 59 |
|
|
2017
Q2 | $4.39M | Buy |
49,430
+892
| +2% | +$79.2K | 0.57% | 55 |
|
|
2017
Q1 | $3.91M | Sell |
48,538
-603
| -1% | -$48.6K | 0.53% | 58 |
|
|
2016
Q4 | $3.5M | Sell |
49,141
-3,798
| -7% | -$271K | 0.52% | 63 |
|
|
2016
Q3 | $4.57M | Buy |
52,939
+4,226
| +9% | +$365K | 0.71% | 47 |
|
|
2016
Q2 | $4.23M | Buy |
48,713
+355
| +0.7% | +$30.8K | 0.68% | 46 |
|
|
2016
Q1 | $3.63M | Buy |
48,358
+3,550
| +8% | +$266K | 0.6% | 53 |
|
|
2015
Q4 | $3.45M | Buy |
44,808
+235
| +0.5% | +$18.1K | 0.6% | 60 |
|
|
2015
Q3 | $2.98M | Buy |
44,573
+2,941
| +7% | +$197K | 0.56% | 63 |
|
|
2015
Q2 | $3.09M | Buy |
41,632
+392
| +1% | +$29K | 0.57% | 61 |
|
|
2015
Q1 | $3.22M | Buy |
41,240
+34,601
| +521% | +$2.7M | 0.59% | 61 |
|
|
2014
Q4 | $479K | Buy |
6,639
+1,238
| +23% | +$89.3K | 0.17% | 117 |
|
|
2014
Q3 | $335K | Buy |
5,401
+225
| +4% | +$14K | 0.14% | 127 |
|
|
2014
Q2 | $330K | Buy |
5,176
+637
| +14% | +$40.6K | 0.14% | 123 |
|
|
2014
Q1 | $279K | Buy |
+4,539
| New | +$279K | 0.13% | 128 |
|