RSWM
Robertson Stephens Wealth Management’s Mettler-Toledo International MTD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-175
| Closed | -$262K | – | 609 |
|
2024
Q3 | $262K | Buy |
+175
| New | +$262K | 0.01% | 540 |
|
2024
Q1 | – | Sell |
-175
| Closed | -$212K | – | 501 |
|
2023
Q4 | $212K | Buy |
+175
| New | +$212K | 0.01% | 424 |
|
2023
Q3 | – | Sell |
-175
| Closed | -$230K | – | 463 |
|
2023
Q2 | $230K | Sell |
175
-4
| -2% | -$5.25K | 0.02% | 389 |
|
2023
Q1 | $274K | Buy |
179
+1
| +0.6% | +$1.53K | 0.02% | 377 |
|
2022
Q4 | $257K | Buy |
+178
| New | +$257K | 0.03% | 355 |
|