Dakota 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-408
| Closed | -$452K | – | 686 |
|
2023
Q3 | $452K | Sell |
408
-1
| -0.2% | -$1.11K | 0.02% | 428 |
|
2023
Q2 | $536K | Buy |
409
+11
| +3% | +$14.4K | 0.03% | 365 |
|
2023
Q1 | $609K | Hold |
398
| – | – | 0.04% | 320 |
|
2022
Q4 | $575K | Buy |
398
+5
| +1% | +$7.23K | 0.04% | 320 |
|
2022
Q3 | $426K | Sell |
393
-175
| -31% | -$190K | 0.03% | 364 |
|
2022
Q2 | $652K | Buy |
568
+378
| +199% | +$434K | 0.06% | 240 |
|
2022
Q1 | $261K | Buy |
+190
| New | +$261K | 0.02% | 376 |
|