Financial Engines Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,088
| Closed | -$404K | – | 278 |
|
|
2021
Q2 | $404K | Hold |
2,088
| – | – | ﹤0.01% | 156 |
|
|
2021
Q1 | $366K | Hold |
2,088
| – | – | ﹤0.01% | 190 |
|
|
2020
Q4 | $384K | Sell |
2,088
-314
| -13% | -$57.7K | ﹤0.01% | 179 |
|
|
2020
Q3 | $429K | Hold |
2,402
| – | – | ﹤0.01% | 165 |
|
|
2020
Q2 | $372K | Hold |
2,402
| – | – | ﹤0.01% | 147 |
|
|
2020
Q1 | $347K | Buy |
+2,402
| New | +$347K | ﹤0.01% | 125 |
|