Beacon Pointe Advisors’s Mettler-Toledo International MTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-189
| Closed | -$210K | – | 1340 |
|
|
2023
Q3 | $210K | Buy |
189
+23
| +14% | +$25.5K | ﹤0.01% | 1201 |
|
|
2023
Q2 | $218K | Sell |
166
-12
| -7% | -$15.8K | ﹤0.01% | 977 |
|
|
2023
Q1 | $272K | Sell |
178
-15
| -8% | -$23K | ﹤0.01% | 966 |
|
|
2022
Q4 | $279K | Sell |
193
-5
| -3% | -$7.23K | 0.01% | 885 |
|
|
2022
Q3 | $211K | Buy |
+198
| New | +$211K | ﹤0.01% | 912 |
|
|
2022
Q2 | – | Sell |
-466
| Closed | -$640K | – | 1163 |
|
|
2022
Q1 | $640K | Buy |
+466
| New | +$640K | 0.01% | 738 |
|