Fusion Family Wealth’s Mettler-Toledo International MTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-88
| Closed | -$71K | – | 108 |
|
|
2020
Q2 | $71K | Hold |
88
| – | – | 0.02% | 43 |
|
|
2020
Q1 | $61K | Hold |
88
| – | – | 0.02% | 47 |
|
|
2019
Q4 | $70K | Hold |
88
| – | – | 0.02% | 54 |
|
|
2019
Q3 | $62K | Hold |
88
| – | – | 0.02% | 57 |
|
|
2019
Q2 | $74K | Hold |
88
| – | – | 0.02% | 67 |
|
|
2019
Q1 | $64K | Hold |
88
| – | – | 0.02% | 60 |
|
|
2018
Q4 | $50K | Hold |
88
| – | – | 0.01% | 112 |
|
|
2018
Q3 | $54K | Hold |
88
| – | – | 0.01% | 110 |
|
|
2018
Q2 | $51K | Hold |
88
| – | – | 0.01% | 127 |
|
|
2018
Q1 | $51K | Hold |
88
| – | – | 0.02% | 113 |
|
|
2017
Q4 | $55K | Hold |
88
| – | – | 0.01% | 125 |
|
|
2017
Q3 | $55K | Hold |
88
| – | – | 0.02% | 83 |
|
|
2017
Q2 | $52K | Hold |
88
| – | – | 0.02% | 123 |
|
|
2017
Q1 | $42K | Hold |
88
| – | – | 0.02% | 127 |
|
|
2016
Q4 | $37K | Buy |
+88
| New | +$37K | 0.02% | 144 |
|