TrinityPoint Wealth’s Mettler-Toledo International MTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-150
| Closed | -$230K | – | 285 |
|
|
2023
Q1 | $230K | Buy |
150
+3
| +2% | +$4.59K | 0.05% | 243 |
|
|
2022
Q4 | $212K | Buy |
+147
| New | +$212K | 0.05% | 257 |
|
|
2022
Q2 | – | Sell |
-217
| Closed | -$298K | – | 300 |
|
|
2022
Q1 | $298K | Buy |
217
+4
| +2% | +$5.49K | 0.05% | 247 |
|
|
2021
Q4 | $362K | Buy |
213
+8
| +4% | +$13.6K | 0.06% | 222 |
|
|
2021
Q3 | $282K | Buy |
+205
| New | +$282K | 0.05% | 251 |
|