MWPCG
Measured Wealth Private Client Group’s Itron ITRI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $519K | Buy |
+3,940
| New | +$519K | 0.16% | 95 |
|
2025
Q1 | – | Sell |
-3,814
| Closed | -$414K | – | 182 |
|
2024
Q4 | $414K | Buy |
3,814
+338
| +10% | +$36.7K | 0.13% | 100 |
|
2024
Q3 | $371K | Buy |
3,476
+227
| +7% | +$24.2K | 0.12% | 110 |
|
2024
Q2 | $322K | Buy |
+3,249
| New | +$322K | 0.11% | 141 |
|