FGAM
Financial Gravity Asset Management’s Mettler-Toledo International MTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,312
| Closed | -$6.22K | – | 1568 |
|
|
2023
Q2 | $6.22K | Sell |
1,312
-218
| -14% | -$1.03K | 0.02% | 444 |
|
|
2023
Q1 | $2.27K | Buy |
1,530
+85
| +6% | +$126 | 0.07% | 280 |
|
|
2022
Q4 | $5.49K | Buy |
+1,445
| New | +$5.49K | 0.03% | 374 |
|
|
2022
Q1 | – | Sell |
-39,031
| Closed | -$11.9K | – | 974 |
|
|
2021
Q4 | $11.9K | Buy |
39,031
+39,024
| +557,486% | +$11.9K | 0.27% | 90 |
|
|
2021
Q3 | $1.38M | Hold |
7
| – | – | 0.65% | 29 |
|
|
2021
Q2 | $1.39M | Hold |
7
| – | – | 0.5% | 44 |
|
|
2021
Q1 | $8.21K | Buy |
7
+3
| +75% | +$3.52K | 0.17% | 113 |
|
|
2020
Q4 | $5K | Buy |
+4
| New | +$5K | ﹤0.01% | 233 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 560 |
|
|
2020
Q1 | – | Sell |
-1
| Closed | -$793K | – | 689 |
|
|
2019
Q4 | $793K | Sell |
1
-44
| -98% | -$34.9M | 0.55% | 15 |
|
|
2019
Q3 | $31K | Buy |
45
+4
| +10% | +$2.76K | 0.03% | 375 |
|
|
2019
Q2 | $35K | Sell |
41
-35
| -46% | -$29.9K | 0.03% | 390 |
|
|
2019
Q1 | $56K | Buy |
+76
| New | +$56K | 0.05% | 286 |
|
|
2018
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 1540 |
|
|
2018
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 1548 |
|
|
2018
Q1 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 1203 |
|