VWM
Vector Wealth Management’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $507K | Sell |
7,122
-1,028
| -13% | -$73.2K | 0.36% | 38 |
|
|
2016
Q3 | $704K | Sell |
8,150
-446
| -5% | -$38.5K | 0.48% | 32 |
|
|
2016
Q2 | $746K | Sell |
8,596
-438
| -5% | -$38K | 0.51% | 31 |
|
|
2016
Q1 | $678K | Sell |
9,034
-816
| -8% | -$61.2K | 0.5% | 29 |
|
|
2015
Q4 | $757K | Buy |
9,850
+273
| +3% | +$21K | 0.59% | 24 |
|
|
2015
Q3 | $721K | Sell |
9,577
-12,651
| -57% | -$952K | 0.57% | 26 |
|
|
2015
Q2 | $1.65M | Buy |
22,228
+223
| +1% | +$16.5K | 1.3% | 11 |
|
|
2015
Q1 | $1.72M | Buy |
22,005
+9,149
| +71% | +$713K | 1.39% | 11 |
|
|
2014
Q4 | $928K | Sell |
12,856
-710
| -5% | -$51.3K | 0.7% | 13 |
|
|
2014
Q3 | $840K | Sell |
13,566
-82
| -0.6% | -$5.08K | 0.62% | 14 |
|
|
2014
Q2 | $870K | Buy |
13,648
+11
| +0.1% | +$701 | 0.64% | 15 |
|
|
2014
Q1 | $839K | Sell |
13,637
-38
| -0.3% | -$2.34K | 0.61% | 15 |
|
|
2013
Q4 | $785K | Sell |
13,675
-797
| -6% | -$45.8K | 0.55% | 16 |
|
|
2013
Q3 | $771K | Sell |
14,472
-989
| -6% | -$52.7K | 0.56% | 17 |
|
|
2013
Q2 | $796K | Buy |
+15,461
| New | +$796K | 0.58% | 16 |
|