WFG Advisors’s Medtronic MDT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $1.47M | Buy |
16,507
+3,742
| +29% | +$332K | 0.33% | 83 |
|
|
2017
Q1 | $1.03M | Sell |
12,765
-4,796
| -27% | -$386K | 0.27% | 86 |
|
|
2016
Q4 | $1.25M | Sell |
17,561
-1,539
| -8% | -$110K | 0.31% | 85 |
|
|
2016
Q3 | $1.65M | Buy |
19,100
+3,051
| +19% | +$264K | 0.41% | 62 |
|
|
2016
Q2 | $1.39M | Sell |
16,049
-595
| -4% | -$51.6K | 0.37% | 67 |
|
|
2016
Q1 | $1.25M | Sell |
16,644
-1,773
| -10% | -$133K | 0.36% | 67 |
|
|
2015
Q4 | $1.42M | Buy |
18,417
+88
| +0.5% | +$6.77K | 0.42% | 50 |
|
|
2015
Q3 | $1.23M | Sell |
18,329
-1,080
| -6% | -$72.3K | 0.38% | 56 |
|
|
2015
Q2 | $1.44M | Sell |
19,409
-1,896
| -9% | -$140K | 0.4% | 53 |
|
|
2015
Q1 | $1.66M | Buy |
+21,305
| New | +$1.66M | 0.46% | 36 |
|
|
2014
Q4 | – | Sell |
-23,261
| Closed | -$1.44M | – | 2155 |
|
|
2014
Q3 | $1.44M | Buy |
23,261
+432
| +2% | +$26.8K | 0.27% | 79 |
|
|
2014
Q2 | $1.46M | Sell |
22,829
-175
| -0.8% | -$11.2K | 0.27% | 79 |
|
|
2014
Q1 | $1.42M | Sell |
23,004
-6,984
| -23% | -$430K | 0.28% | 70 |
|
|
2013
Q4 | $1.72M | Sell |
29,988
-1,085
| -3% | -$62.3K | 0.24% | 99 |
|
|
2013
Q3 | $1.66M | Buy |
31,073
+3,485
| +13% | +$186K | 0.26% | 92 |
|
|
2013
Q2 | $1.42M | Buy |
+27,588
| New | +$1.42M | 0.24% | 108 |
|