TFO Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1
| Closed | -$208 | – | 446 |
|
|
2024
Q1 | $208 | Hold |
1
| – | – | ﹤0.01% | 479 |
|
|
2023
Q4 | $166 | Hold |
1
| – | – | ﹤0.01% | 694 |
|
|
2023
Q3 | $201 | Hold |
1
| – | – | ﹤0.01% | 797 |
|
|
2023
Q2 | $201 | Hold |
1
| – | – | ﹤0.01% | 499 |
|
|
2023
Q1 | $203 | Sell |
1
-3
| -75% | -$609 | ﹤0.01% | 477 |
|
|
2022
Q4 | $357 | Buy |
+4
| New | +$357 | ﹤0.01% | 535 |
|