Integrated Wealth Concepts’s Mettler-Toledo International MTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-399
| Closed | -$442K | – | 1640 |
|
|
2023
Q3 | $442K | Sell |
399
-6
| -1% | -$6.65K | 0.01% | 1036 |
|
|
2023
Q2 | $531K | Buy |
+405
| New | +$531K | 0.01% | 965 |
|
|
2023
Q1 | – | Sell |
-446
| Closed | -$645K | – | 1376 |
|
|
2022
Q4 | $645K | Buy |
446
+57
| +15% | +$82.4K | 0.02% | 579 |
|
|
2022
Q3 | $422K | Buy |
389
+81
| +26% | +$87.9K | 0.01% | 643 |
|
|
2022
Q2 | $354K | Buy |
308
+47
| +18% | +$54K | 0.01% | 708 |
|
|
2022
Q1 | $358K | Buy |
261
+77
| +42% | +$106K | 0.01% | 677 |
|
|
2021
Q4 | $312K | Buy |
+184
| New | +$312K | 0.01% | 757 |
|