Valeo Financial 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $234K | Buy |
+199
| New | +$234K | 0.01% | 651 |
|
2020
Q3 | – | Sell |
-17
| Closed | -$14K | – | 1875 |
|
2020
Q2 | $14K | Buy |
17
+3
| +21% | +$2.47K | ﹤0.01% | 1110 |
|
2020
Q1 | $10K | Buy |
14
+5
| +56% | +$3.57K | ﹤0.01% | 1056 |
|
2019
Q4 | $7K | Sell |
9
-2
| -18% | -$1.56K | ﹤0.01% | 1190 |
|
2019
Q3 | $8K | Hold |
11
| – | – | ﹤0.01% | 1074 |
|
2019
Q2 | $9K | Sell |
11
-7
| -39% | -$5.73K | ﹤0.01% | 1050 |
|
2019
Q1 | $13K | Buy |
18
+1
| +6% | +$722 | ﹤0.01% | 892 |
|
2018
Q4 | $10K | Buy |
17
+3
| +21% | +$1.77K | ﹤0.01% | 876 |
|
2018
Q3 | $8K | Buy |
14
+7
| +100% | +$4K | ﹤0.01% | 1036 |
|
2018
Q2 | $4K | Buy |
+7
| New | +$4K | ﹤0.01% | 1191 |
|