Cassaday & Co Wealth Management’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
Q4 | – | Sell |
-151
| Closed | -$226K | – | 331 |
|
|
2024
Q3 | $226K | Hold |
151
| – | – | 0.01% | 283 |
|
|
2024
Q2 | $211K | Hold |
151
| – | – | 0.01% | 269 |
|
|
2024
Q1 | $201K | Buy |
+151
| New | +$201K | 0.01% | 283 |
|
|
2023
Q2 | – | Sell |
-150
| Closed | -$230K | – | 266 |
|
|
2023
Q1 | $230K | Sell |
150
-5
| -3% | -$7.65K | 0.01% | 234 |
|
|
2022
Q4 | $224K | Buy |
+155
| New | +$224K | 0.01% | 228 |
|