AO
Advisor OS’s Mettler-Toledo International MTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-168
| Closed | -$220K | – | 305 |
|
|
2023
Q2 | $220K | Sell |
168
-19
| -10% | -$24.9K | 0.04% | 275 |
|
|
2023
Q1 | $286K | Buy |
187
+28
| +18% | +$42.8K | 0.07% | 198 |
|
|
2022
Q4 | $230K | Buy |
+159
| New | +$230K | 0.06% | 199 |
|
|
2022
Q3 | – | Sell |
-197
| Closed | -$226K | – | 206 |
|
|
2022
Q2 | $226K | Sell |
197
-20
| -9% | -$22.9K | 0.07% | 194 |
|
|
2022
Q1 | $297K | Sell |
217
-403
| -65% | -$552K | 0.09% | 176 |
|
|
2021
Q4 | $1.05M | Buy |
620
+146
| +31% | +$248K | 0.21% | 104 |
|
|
2021
Q3 | $653K | Sell |
474
-19
| -4% | -$26.2K | 0.14% | 129 |
|
|
2021
Q2 | $684K | Buy |
493
+88
| +22% | +$122K | 0.14% | 114 |
|
|
2021
Q1 | $467K | Buy |
405
+90
| +29% | +$104K | 0.11% | 124 |
|
|
2020
Q4 | $358K | Buy |
315
+23
| +8% | +$26.1K | 0.1% | 99 |
|
|
2020
Q3 | $282K | Buy |
+292
| New | +$282K | 0.12% | 84 |
|