Gideon Capital Advisors’s Mettler-Toledo International MTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,317
| Closed | -$1.11M | – | 365 |
|
|
2019
Q2 | $1.11M | Buy |
+1,317
| New | +$1.11M | 0.38% | 96 |
|
|
2019
Q1 | – | Sell |
-584
| Closed | -$330K | – | 471 |
|
|
2018
Q4 | $330K | Buy |
584
+161
| +38% | +$91K | 0.13% | 244 |
|
|
2018
Q3 | $258K | Buy |
+423
| New | +$258K | 0.12% | 272 |
|
|
2018
Q2 | – | Sell |
-405
| Closed | -$233K | – | 454 |
|
|
2018
Q1 | $233K | Buy |
+405
| New | +$233K | 0.14% | 293 |
|
|
2017
Q4 | – | Sell |
-323
| Closed | -$202K | – | 369 |
|
|
2017
Q3 | $202K | Buy |
+323
| New | +$202K | 0.2% | 260 |
|
|
2017
Q2 | – | Sell |
-1,063
| Closed | -$509K | – | 355 |
|
|
2017
Q1 | $509K | Buy |
+1,063
| New | +$509K | 0.3% | 102 |
|
|
2014
Q2 | – | Sell |
-1,389
| Closed | -$327K | – | 293 |
|
|
2014
Q1 | $327K | Buy |
+1,389
| New | +$327K | 0.18% | 151 |
|