Balasa Dinverno & Foltz’s Mettler-Toledo International MTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-186
| Closed | -$255K | – | 355 |
|
|
2022
Q1 | $255K | Sell |
186
-1
| -0.5% | -$1.37K | 0.02% | 298 |
|
|
2021
Q4 | $317K | Sell |
187
-4
| -2% | -$6.78K | 0.02% | 265 |
|
|
2021
Q3 | $263K | Buy |
191
+5
| +3% | +$6.89K | 0.02% | 284 |
|
|
2021
Q2 | $258K | Buy |
186
+1
| +0.5% | +$1.39K | 0.02% | 283 |
|
|
2021
Q1 | $214K | Sell |
185
-47
| -20% | -$54.4K | 0.02% | 290 |
|
|
2020
Q4 | $264K | Buy |
+232
| New | +$264K | 0.02% | 244 |
|