One Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-300
| Closed | -$59.2K | – | 424 |
|
|
2022
Q4 | $59.2K | Buy |
+300
| New | +$59.2K | 0.01% | 379 |
|
|
2019
Q2 | – | Sell |
-405
| Closed | -$63K | – | 315 |
|
|
2019
Q1 | $63K | Buy |
+405
| New | +$63K | 0.05% | 218 |
|
|
2018
Q4 | – | Sell |
-670
| Closed | -$100K | – | 302 |
|
|
2018
Q3 | $100K | Sell |
670
-10
| -1% | -$1.49K | 0.08% | 191 |
|
|
2018
Q2 | $94K | Buy |
680
+151
| +29% | +$20.9K | 0.08% | 202 |
|
|
2018
Q1 | $65K | Sell |
529
-15
| -3% | -$1.84K | 0.06% | 232 |
|
|
2017
Q4 | $70K | Buy |
+544
| New | +$70K | 0.06% | 248 |
|