Plante Moran Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-9
| Closed | -$1K | – | 983 |
|
|
2022
Q2 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 916 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 955 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 894 |
|
|
2016
Q4 | – | Sell |
-380
| Closed | -$50K | – | 1005 |
|
|
2016
Q3 | $50K | Buy |
+380
| New | +$50K | 0.03% | 319 |
|