Financial Advocates Investment 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
Q3 | – | Sell |
-161
| Closed | -$211K | – | 722 |
|
2023
Q2 | $211K | Sell |
161
-1
| -0.6% | -$1.31K | 0.02% | 632 |
|
2023
Q1 | $248K | Sell |
162
-61
| -27% | -$93.3K | 0.02% | 609 |
|
2022
Q4 | $322K | Sell |
223
-7
| -3% | -$10.1K | 0.02% | 538 |
|
2022
Q3 | $250K | Sell |
230
-108
| -32% | -$117K | 0.02% | 595 |
|
2022
Q2 | $389K | Buy |
+338
| New | +$389K | 0.03% | 446 |
|
2022
Q1 | – | Sell |
-200
| Closed | -$339K | – | 778 |
|
2021
Q4 | $339K | Buy |
+200
| New | +$339K | 0.02% | 596 |
|