AE Wealth Management’s Mettler-Toledo International MTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-172
| Closed | -$209K | – | 1678 |
|
|
2023
Q4 | $209K | Sell |
172
-15
| -8% | -$18.3K | ﹤0.01% | 1868 |
|
|
2023
Q3 | $207K | Buy |
187
+22
| +13% | +$24.4K | ﹤0.01% | 1770 |
|
|
2023
Q2 | $216K | Sell |
165
-4
| -2% | -$5.25K | ﹤0.01% | 1713 |
|
|
2023
Q1 | $259K | Sell |
169
-2
| -1% | -$3.06K | ﹤0.01% | 1619 |
|
|
2022
Q4 | $247K | Buy |
+171
| New | +$247K | ﹤0.01% | 1579 |
|
|
2022
Q2 | – | Sell |
-162
| Closed | -$222K | – | 1787 |
|
|
2022
Q1 | $222K | Buy |
162
+7
| +5% | +$9.59K | ﹤0.01% | 1543 |
|
|
2021
Q4 | $263K | Hold |
155
| – | – | ﹤0.01% | 1502 |
|
|
2021
Q3 | $213K | Buy |
+155
| New | +$213K | ﹤0.01% | 1507 |
|