Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$26K Sell
289
-420
-59% -$31.9K 0.01% 922
2023
Q4
$53K Buy
+709
New +$44.3K ﹤0.01% 1415
2023
Q1
Sell
-1,300
Closed -$110K 4369
2022
Q4
$110K Buy
1,300
+1,228
+1,706% +$101K 0.01% 1113
2022
Q3
$4K Sell
72
-318
-82% -$24.6K ﹤0.01% 3811
2022
Q2
$27K Buy
390
+311
+394% +$24.2K ﹤0.01% 2440
2022
Q1
$6K Sell
79
-294
-79% -$25.7K ﹤0.01% 4023
2021
Q4
$34K Sell
373
-13
-3% -$1.19K ﹤0.01% 2702
2021
Q3
$33K Buy
+386
New +$36.6K ﹤0.01% 2890
2020
Q2
Sell
-200
Closed -$6K 4694
2020
Q1
$6K Sell
200
-86
-30% -$4.38K ﹤0.01% 3003
2019
Q4
$18K Buy
+286
New +$18.8K ﹤0.01% 2282
2019
Q3
Sell
-831
Closed -$48.5K 4479
2019
Q2
$42K Buy
+831
New +$41K ﹤0.01% 1668
2018
Q4
Sell
-14,682
Closed -$632K 4367
2018
Q3
$655K Buy
+14,682
New +$680K 0.05% 386
2018
Q2
Sell
-441
Closed -$21.3K 4624
2018
Q1
$20K Sell
441
-551
-56% -$27.9K ﹤0.01% 2298
2017
Q4
$48K Sell
992
-1,416
-59% -$63.2K ﹤0.01% 1899
2017
Q3
$111K Sell
2,408
-675
-22% -$29.4K ﹤0.01% 1592
2017
Q2
$139K Buy
3,083
+1,598
+108% +$69.1K 0.01% 1584
2017
Q1
$59K Buy
+1,485
New +$56.8K ﹤0.01% 2229
2016
Q2
Sell
-11,872
Closed -$263K 7045
2016
Q1
$240K Buy
11,872
+10,545
+795% +$173K 0.02% 901
2015
Q4
$23K Buy
+1,327
New +$23.6K ﹤0.01% 3274

Other funds holding MTZ