Wealthspire Advisors (Maryland)’s Mettler-Toledo International MTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $939K | Buy |
+972
| New | +$939K | 0.03% | 198 |
|
|
2019
Q2 | – | Sell |
-99
| Closed | -$72K | – | 1445 |
|
|
2019
Q1 | $72K | Sell |
99
-6
| -6% | -$4.36K | 0.01% | 758 |
|
|
2018
Q4 | $59K | Buy |
105
+9
| +9% | +$5.06K | 0.01% | 786 |
|
|
2018
Q3 | $58K | Buy |
96
+8
| +9% | +$4.83K | ﹤0.01% | 914 |
|
|
2018
Q2 | $51K | Buy |
88
+25
| +40% | +$14.5K | ﹤0.01% | 972 |
|
|
2018
Q1 | $36K | Sell |
63
-3
| -5% | -$1.71K | ﹤0.01% | 1105 |
|
|
2017
Q4 | $41K | Hold |
66
| – | – | ﹤0.01% | 1087 |
|
|
2017
Q3 | $41K | Buy |
66
+18
| +38% | +$11.2K | ﹤0.01% | 1051 |
|
|
2017
Q2 | $28K | Sell |
48
-3
| -6% | -$1.75K | ﹤0.01% | 1149 |
|
|
2017
Q1 | $24K | Buy |
51
+22
| +76% | +$10.4K | ﹤0.01% | 1024 |
|
|
2016
Q4 | $12K | Buy |
29
+20
| +222% | +$8.28K | ﹤0.01% | 1167 |
|
|
2016
Q3 | $4K | Hold |
9
| – | – | ﹤0.01% | 1433 |
|
|
2016
Q2 | $3K | Hold |
9
| – | – | ﹤0.01% | 1442 |
|
|
2016
Q1 | $3K | Hold |
9
| – | – | ﹤0.01% | 1459 |
|
|
2015
Q4 | $3K | Buy |
+9
| New | +$3K | ﹤0.01% | 1468 |
|