Destiny Wealth Partners’s The Marzetti Company Common Stock MZTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,364
| Closed | -$277K | – | 185 |
|
|
2023
Q1 | $277K | Sell |
1,364
-155
| -10% | -$31.4K | 0.06% | 150 |
|
|
2022
Q4 | $300K | Buy |
+1,519
| New | +$300K | 0.06% | 156 |
|
|
2021
Q2 | – | Sell |
-196
| Closed | -$34K | – | 355 |
|
|
2021
Q1 | $34K | Sell |
196
-1,315
| -87% | -$228K | 0.01% | 322 |
|
|
2020
Q4 | $278K | Buy |
+1,511
| New | +$278K | 0.06% | 170 |
|