Sowell Financial Services’s Mettler-Toledo International MTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-192
| Closed | -$249K | – | 1906 |
|
|
2021
Q1 | $249K | Buy |
192
+38
| +25% | +$49.3K | 0.01% | 928 |
|
|
2020
Q4 | $176K | Buy |
154
+14
| +10% | +$16K | 0.01% | 902 |
|
|
2020
Q3 | $135K | Sell |
140
-86
| -38% | -$82.9K | 0.01% | 870 |
|
|
2020
Q2 | $182K | Sell |
226
-278
| -55% | -$224K | 0.01% | 754 |
|
|
2020
Q1 | $348K | Sell |
504
-214
| -30% | -$148K | 0.03% | 498 |
|
|
2019
Q4 | $570K | Buy |
718
+64
| +10% | +$50.8K | 0.04% | 414 |
|
|
2019
Q3 | $461K | Buy |
+654
| New | +$461K | 0.04% | 438 |
|
|
2017
Q1 | – | Sell |
-12
| Closed | -$6K | – | 457 |
|
|
2016
Q4 | $6K | Buy |
+12
| New | +$6K | ﹤0.01% | 524 |
|