TRUE Private Wealth Advisors’s Mettler-Toledo International MTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-309
| Closed | -$432K | – | 258 |
|
|
2024
Q2 | $432K | Buy |
309
+19
| +7% | +$26.6K | 0.05% | 179 |
|
|
2024
Q1 | $386K | Buy |
290
+30
| +12% | +$39.9K | 0.04% | 201 |
|
|
2023
Q4 | $315K | Buy |
+260
| New | +$315K | 0.04% | 214 |
|
|
2020
Q1 | – | Sell |
-463
| Closed | -$367K | – | 772 |
|
|
2019
Q4 | $367K | Hold |
463
| – | – | 0.06% | 156 |
|
|
2019
Q3 | $326K | Hold |
463
| – | – | 0.06% | 152 |
|
|
2019
Q2 | $388K | Hold |
463
| – | – | 0.07% | 136 |
|
|
2019
Q1 | $334K | Hold |
463
| – | – | 0.06% | 140 |
|
|
2018
Q4 | $261K | Hold |
463
| – | – | 0.05% | 193 |
|
|
2018
Q3 | $282K | Hold |
463
| – | – | 0.04% | 221 |
|
|
2018
Q2 | $267K | Hold |
463
| – | – | 0.04% | 227 |
|
|
2018
Q1 | $266K | Hold |
463
| – | – | 0.05% | 196 |
|
|
2017
Q4 | $286K | Hold |
463
| – | – | 0.05% | 185 |
|
|
2017
Q3 | $289K | Hold |
463
| – | – | 0.07% | 124 |
|
|
2017
Q2 | $272K | Hold |
463
| – | – | 0.06% | 123 |
|
|
2017
Q1 | $223K | Hold |
463
| – | – | 0.05% | 136 |
|
|
2016
Q4 | $201K | Buy |
+463
| New | +$201K | 0.05% | 138 |
|