BFA
BMS Financial Advisors’s Mettler-Toledo International MTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $311K | Sell |
237
-109
| -32% | -$143K | 0.2% | 92 |
|
|
2023
Q1 | $529K | Sell |
346
-108
| -24% | -$165K | 0.37% | 64 |
|
|
2022
Q4 | $656K | Buy |
454
+11
| +2% | +$15.9K | 0.44% | 39 |
|
|
2022
Q3 | $480K | Sell |
443
-28
| -6% | -$30.3K | 0.34% | 64 |
|
|
2022
Q2 | $541K | Buy |
471
+37
| +9% | +$42.5K | 0.35% | 50 |
|
|
2022
Q1 | $596K | Buy |
434
+29
| +7% | +$39.8K | 0.38% | 54 |
|
|
2021
Q4 | $687K | Buy |
+405
| New | +$687K | 0.44% | 43 |
|