Wellesley Investment Partners’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $701K | Sell |
6,749
-946
| -12% | -$98.3K | 0.24% | 42 |
|
|
2020
Q2 | $705K | Sell |
7,695
-1,451
| -16% | -$133K | 0.25% | 44 |
|
|
2020
Q1 | $824K | Sell |
9,146
-900
| -9% | -$81.1K | 0.33% | 35 |
|
|
2019
Q4 | $1.14M | Buy |
10,046
+22
| +0.2% | +$2.49K | 0.35% | 31 |
|
|
2019
Q3 | $1.09M | Buy |
10,024
+589
| +6% | +$64K | 0.36% | 28 |
|
|
2019
Q2 | $918K | Buy |
9,435
+6,750
| +251% | +$657K | 0.32% | 38 |
|
|
2019
Q1 | $244K | Buy |
2,685
+122
| +5% | +$11.1K | 0.08% | 106 |
|
|
2018
Q4 | $233K | Sell |
2,563
-73
| -3% | -$6.64K | 0.08% | 111 |
|
|
2018
Q3 | $259K | Sell |
2,636
-374
| -12% | -$36.7K | 0.08% | 116 |
|
|
2018
Q2 | $257K | Buy |
3,010
+14
| +0.5% | +$1.2K | 0.09% | 117 |
|
|
2018
Q1 | $240K | Buy |
2,996
+212
| +8% | +$17K | 0.09% | 114 |
|
|
2017
Q4 | $224K | Sell |
2,784
-1,700
| -38% | -$137K | 0.08% | 116 |
|
|
2017
Q3 | $348K | Sell |
4,484
-115
| -3% | -$8.93K | 0.14% | 86 |
|
|
2017
Q2 | $408K | Buy |
4,599
+31
| +0.7% | +$2.75K | 0.17% | 80 |
|
|
2017
Q1 | $367K | Buy |
4,568
+75
| +2% | +$6.03K | 0.16% | 82 |
|
|
2016
Q4 | $320K | Buy |
4,493
+1,081
| +32% | +$77K | 0.15% | 85 |
|
|
2016
Q3 | $294K | Hold |
3,412
| – | – | 0.15% | 83 |
|
|
2016
Q2 | $296K | Sell |
3,412
-160
| -4% | -$13.9K | 0.16% | 79 |
|
|
2016
Q1 | $268K | Buy |
+3,572
| New | +$268K | 0.16% | 83 |
|