ZAM
Zevin Asset Management’s Medtronic MDT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,805
| Closed | -$200K | – | 88 |
|
|
2022
Q1 | $200K | Buy |
+1,805
| New | +$200K | 0.04% | 87 |
|
|
2021
Q4 | – | Sell |
-1,882
| Closed | -$236K | – | 98 |
|
|
2021
Q3 | $236K | Buy |
1,882
+106
| +6% | +$13.3K | 0.05% | 90 |
|
|
2021
Q2 | $220K | Hold |
1,776
| – | – | 0.04% | 96 |
|
|
2021
Q1 | $210K | Hold |
1,776
| – | – | 0.05% | 86 |
|
|
2020
Q4 | $208K | Buy |
+1,776
| New | +$208K | 0.05% | 86 |
|
|
2020
Q1 | – | Sell |
-1,858
| Closed | -$211K | – | 88 |
|
|
2019
Q4 | $211K | Hold |
1,858
| – | – | 0.06% | 86 |
|
|
2019
Q3 | $202K | Buy |
+1,858
| New | +$202K | 0.07% | 90 |
|