Integrated Wealth Management’s The Marzetti Company Common Stock MZTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-85
| Closed | -$11K | – | 674 |
|
|
2016
Q3 | $11K | Hold |
85
| – | – | ﹤0.01% | 738 |
|
|
2016
Q2 | $11K | Hold |
85
| – | – | ﹤0.01% | 734 |
|
|
2016
Q1 | $9K | Hold |
85
| – | – | ﹤0.01% | 721 |
|
|
2015
Q4 | $10K | Hold |
85
| – | – | ﹤0.01% | 767 |
|
|
2015
Q3 | $8K | Hold |
85
| – | – | ﹤0.01% | 814 |
|
|
2015
Q2 | $8K | Hold |
85
| – | – | ﹤0.01% | 848 |
|
|
2015
Q1 | $8K | Buy |
+85
| New | +$8K | ﹤0.01% | 815 |
|