Wealthspire Advisors (Maryland)’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.02M | Buy |
9,788
+619
| +7% | +$64.3K | 0.04% | 188 |
|
|
2020
Q2 | $841K | Buy |
9,169
+38
| +0.4% | +$3.49K | 0.06% | 180 |
|
|
2020
Q1 | $823K | Buy |
9,131
+626
| +7% | +$56.4K | 0.07% | 162 |
|
|
2019
Q4 | $965K | Sell |
8,505
-759
| -8% | -$86.1K | 0.06% | 178 |
|
|
2019
Q3 | $1.01M | Buy |
9,264
+1,115
| +14% | +$121K | 0.07% | 141 |
|
|
2019
Q2 | $794K | Sell |
8,149
-830
| -9% | -$80.9K | 0.06% | 170 |
|
|
2019
Q1 | $818K | Sell |
8,979
-368
| -4% | -$33.5K | 0.06% | 160 |
|
|
2018
Q4 | $850K | Sell |
9,347
-438
| -4% | -$39.8K | 0.08% | 136 |
|
|
2018
Q3 | $963K | Buy |
9,785
+534
| +6% | +$52.6K | 0.08% | 144 |
|
|
2018
Q2 | $792K | Buy |
9,251
+622
| +7% | +$53.3K | 0.07% | 164 |
|
|
2018
Q1 | $692K | Sell |
8,629
-1,640
| -16% | -$132K | 0.07% | 184 |
|
|
2017
Q4 | $829K | Buy |
10,269
+1,014
| +11% | +$81.9K | 0.08% | 160 |
|
|
2017
Q3 | $720K | Sell |
9,255
-254
| -3% | -$19.8K | 0.08% | 170 |
|
|
2017
Q2 | $844K | Buy |
9,509
+1,159
| +14% | +$103K | 0.1% | 139 |
|
|
2017
Q1 | $673K | Sell |
8,350
-852
| -9% | -$68.7K | 0.1% | 138 |
|
|
2016
Q4 | $655K | Buy |
9,202
+4,097
| +80% | +$292K | 0.1% | 136 |
|
|
2016
Q3 | $441K | Sell |
5,105
-147
| -3% | -$12.7K | 0.07% | 191 |
|
|
2016
Q2 | $456K | Sell |
5,252
-701
| -12% | -$60.9K | 0.08% | 176 |
|
|
2016
Q1 | $446K | Sell |
5,953
-69
| -1% | -$5.17K | 0.08% | 172 |
|
|
2015
Q4 | $463K | Buy |
+6,022
| New | +$463K | 0.09% | 165 |
|