WESPAC Advisors SoCal’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-242
| Closed | -$22K | – | 207 |
|
|
2019
Q1 | $22K | Sell |
242
-317
| -57% | -$28.8K | 0.01% | 167 |
|
|
2018
Q4 | $50K | Buy |
559
+459
| +459% | +$41.1K | 0.03% | 121 |
|
|
2018
Q3 | $9K | Buy |
+100
| New | +$9K | ﹤0.01% | 244 |
|
|
2016
Q4 | – | Sell |
-192
| Closed | -$16.6K | – | 274 |
|
|
2016
Q3 | $16.6K | Buy |
192
+27
| +16% | +$2.33K | 0.01% | 158 |
|
|
2016
Q2 | $14.3K | Buy |
+165
| New | +$14.3K | 0.01% | 178 |
|