LWAM
Legacy Wealth Asset Management’s Mettler-Toledo International MTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-205
| Closed | -$273K | – | 348 |
|
|
2024
Q1 | $273K | Sell |
205
-363
| -64% | -$483K | 0.08% | 312 |
|
|
2023
Q4 | $689K | Buy |
568
+11
| +2% | +$13.3K | 0.23% | 146 |
|
|
2023
Q3 | $617K | Sell |
557
-37
| -6% | -$41K | 0.23% | 143 |
|
|
2023
Q2 | $779K | Buy |
594
+3
| +0.5% | +$3.94K | 0.27% | 105 |
|
|
2023
Q1 | $904K | Buy |
591
+36
| +6% | +$55.1K | 0.33% | 90 |
|
|
2022
Q4 | $802K | Buy |
555
+19
| +4% | +$27.5K | 0.31% | 109 |
|
|
2022
Q3 | $581K | Sell |
536
-523
| -49% | -$567K | 0.25% | 137 |
|
|
2022
Q2 | $1.22M | Buy |
1,059
+67
| +7% | +$77K | 0.49% | 48 |
|
|
2022
Q1 | $1.36M | Buy |
992
+65
| +7% | +$89.2K | 0.48% | 53 |
|
|
2021
Q4 | $1.57M | Buy |
927
+232
| +33% | +$394K | 0.53% | 29 |
|
|
2021
Q3 | $957K | Sell |
695
-48
| -6% | -$66.1K | 0.44% | 70 |
|
|
2021
Q2 | $1.03M | Sell |
743
-114
| -13% | -$158K | 0.46% | 66 |
|
|
2021
Q1 | $990K | Sell |
857
-6
| -0.7% | -$6.93K | 0.46% | 56 |
|
|
2020
Q4 | $984K | Buy |
+863
| New | +$984K | 0.5% | 42 |
|