Genovese Burford & Brothers Wealth & Retirement Plan 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 | |
---|---|---|---|---|---|---|---|---|
2017
Q4 | – | Sell |
-200
| Closed | -$125K | – | 375 |
|
2017
Q3 | $125K | Hold |
200
| – | – | 0.05% | 84 |
|
2017
Q2 | $117K | Hold |
200
| – | – | 0.05% | 89 |
|
2017
Q1 | $96K | Hold |
200
| – | – | 0.04% | 104 |
|
2016
Q4 | $84K | Hold |
200
| – | – | 0.02% | 126 |
|
2016
Q3 | $83K | Hold |
200
| – | – | 0.03% | 116 |
|
2016
Q2 | $72K | Hold |
200
| – | – | 0.03% | 117 |
|
2016
Q1 | $68K | Hold |
200
| – | – | 0.03% | 106 |
|
2015
Q4 | $68K | Buy |
+200
| New | +$68K | 0.03% | 106 |
|