EWA
Encompass Wealth Advisors’s Mettler-Toledo International MTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-200
| Closed | -$300K | – | 123 |
|
|
2024
Q3 | $300K | Hold |
200
| – | – | 0.08% | 196 |
|
|
2024
Q2 | $280K | Hold |
200
| – | – | 0.07% | 191 |
|
|
2024
Q1 | $266K | Hold |
200
| – | – | 0.07% | 208 |
|
|
2023
Q4 | $243K | Hold |
200
| – | – | 0.07% | 189 |
|
|
2023
Q3 | $222K | Hold |
200
| – | – | 0.07% | 186 |
|
|
2023
Q2 | $262K | Hold |
200
| – | – | 0.09% | 175 |
|
|
2023
Q1 | $306K | Hold |
200
| – | – | 0.1% | 158 |
|
|
2022
Q4 | $289K | Hold |
200
| – | – | 0.11% | 154 |
|
|
2022
Q3 | $217K | Hold |
200
| – | – | 0.08% | 184 |
|
|
2022
Q2 | $230K | Hold |
200
| – | – | 0.08% | 176 |
|
|
2022
Q1 | $275K | Hold |
200
| – | – | 0.07% | 183 |
|
|
2021
Q4 | $339K | Hold |
200
| – | – | 0.08% | 174 |
|
|
2021
Q3 | $275K | Hold |
200
| – | – | 0.07% | 187 |
|
|
2021
Q2 | $277K | Hold |
200
| – | – | 0.07% | 192 |
|
|
2021
Q1 | $256K | Hold |
200
| – | – | 0.07% | 198 |
|
|
2020
Q4 | $228K | Buy |
+200
| New | +$228K | 0.13% | 100 |
|