B. Riley Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-238
| Closed | -$264K | – | 1527 |
|
|
2024
Q1 | $264K | Buy |
+238
| New | +$264K | 0.01% | 1108 |
|
|
2023
Q4 | – | Sell |
-238
| Closed | -$264K | – | 1466 |
|
|
2023
Q3 | $264K | Buy |
238
+75
| +46% | +$83.2K | 0.01% | 1108 |
|
|
2023
Q2 | $214K | Buy |
163
+4
| +3% | +$5.25K | ﹤0.01% | 1321 |
|
|
2023
Q1 | $243K | Sell |
159
-7
| -4% | -$10.7K | 0.01% | 1188 |
|
|
2022
Q4 | $240K | Sell |
166
-55
| -25% | -$79.5K | 0.01% | 1159 |
|
|
2022
Q3 | $241K | Sell |
221
-50
| -18% | -$54.5K | 0.01% | 1131 |
|
|
2022
Q2 | $312K | Sell |
271
-21
| -7% | -$24.2K | 0.01% | 858 |
|
|
2022
Q1 | $401K | Buy |
292
+81
| +38% | +$111K | 0.01% | 871 |
|
|
2021
Q4 | $359K | Buy |
211
+13
| +7% | +$22.1K | 0.01% | 973 |
|
|
2021
Q3 | $273K | Buy |
+198
| New | +$273K | 0.01% | 1094 |
|
|
2021
Q2 | – | Sell |
-329
| Closed | -$381K | – | 1423 |
|
|
2021
Q1 | $381K | Buy |
329
+78
| +31% | +$90.3K | 0.01% | 865 |
|
|
2020
Q4 | $287K | Sell |
251
-153
| -38% | -$175K | 0.02% | 779 |
|
|
2020
Q3 | $366K | Buy |
+404
| New | +$366K | 0.02% | 650 |
|
|
2019
Q3 | – | Sell |
-248
| Closed | -$210K | – | 838 |
|
|
2019
Q2 | $210K | Buy |
+248
| New | +$210K | 0.02% | 697 |
|
|
2015
Q1 | – | Sell |
-49
| Closed | -$15 | – | 1432 |
|
|
2014
Q4 | $15 | Buy |
+49
| New | +$15 | ﹤0.01% | 2669 |
|
|
2014
Q3 | – | Sell |
-37
| Closed | -$9.39K | – | 1412 |
|
|
2014
Q2 | $9.39K | Buy |
+37
| New | +$9.39K | ﹤0.01% | 1816 |
|