Alera Investment Advisors’s Mettler-Toledo International MTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-469
| Closed | -$520K | – | 170 |
|
|
2023
Q3 | $520K | Buy |
469
+2
| +0.4% | +$2.22K | 0.09% | 108 |
|
|
2023
Q2 | $613K | Buy |
467
+20
| +4% | +$26.2K | 0.13% | 95 |
|
|
2023
Q1 | $684K | Sell |
447
-160
| -26% | -$245K | 0.16% | 82 |
|
|
2022
Q4 | $877K | Sell |
607
-8
| -1% | -$11.6K | 0.21% | 53 |
|
|
2022
Q3 | $667K | Buy |
615
+16
| +3% | +$17.4K | 0.19% | 73 |
|
|
2022
Q2 | $689K | Sell |
599
-4
| -0.7% | -$4.6K | 0.19% | 74 |
|
|
2022
Q1 | $828K | Buy |
+603
| New | +$828K | 0.19% | 73 |
|
|
2019
Q2 | – | Sell |
-14
| Closed | -$10K | – | 659 |
|
|
2019
Q1 | $10K | Buy |
+14
| New | +$10K | ﹤0.01% | 473 |
|