SIA
Schechter Investment Advisors’s Mettler-Toledo International MTD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-153
| Closed | -$229K | – | 688 |
|
2024
Q3 | $229K | Sell |
153
-5
| -3% | -$7.5K | 0.02% | 557 |
|
2024
Q2 | $221K | Buy |
+158
| New | +$221K | 0.02% | 541 |
|
2023
Q2 | – | Sell |
-187
| Closed | -$286K | – | 690 |
|
2023
Q1 | $286K | Buy |
187
+30
| +19% | +$45.9K | 0.03% | 531 |
|
2022
Q4 | $227K | Buy |
+157
| New | +$227K | 0.02% | 713 |
|