Wade Financial Advisory’s Mettler-Toledo International MTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-261
| Closed | -$443K | – | 81 |
|
|
2021
Q4 | $443K | Hold |
261
| – | – | 0.23% | 49 |
|
|
2021
Q3 | $359K | Hold |
261
| – | – | 0.2% | 53 |
|
|
2021
Q2 | $362K | Buy |
261
+1
| +0.4% | +$1.39K | 0.2% | 53 |
|
|
2021
Q1 | $300K | Hold |
260
| – | – | 0.19% | 56 |
|
|
2020
Q4 | $296K | Hold |
260
| – | – | 0.2% | 58 |
|
|
2020
Q3 | $251K | Hold |
260
| – | – | 0.2% | 59 |
|
|
2020
Q2 | $209K | Buy |
+260
| New | +$209K | 0.18% | 65 |
|
|
2020
Q1 | – | Sell |
-260
| Closed | -$206K | – | 65 |
|
|
2019
Q4 | $206K | Buy |
+260
| New | +$206K | 0.18% | 61 |
|