YorkBridge Wealth Partners’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
Q4 | $347K | Sell |
240
-20
| -8% | -$28.9K | 0.09% | 159 |
|
|
2022
Q3 | $282K | Buy |
260
+3
| +1% | +$3.25K | 0.07% | 209 |
|
|
2022
Q2 | $295K | Sell |
257
-1
| -0.4% | -$1.15K | 0.08% | 200 |
|
|
2022
Q1 | $354K | Sell |
258
-32
| -11% | -$43.9K | 0.08% | 200 |
|
|
2021
Q4 | $492K | Buy |
290
+10
| +4% | +$17K | 0.11% | 139 |
|
|
2021
Q3 | $386K | Buy |
280
+20
| +8% | +$27.6K | 0.1% | 172 |
|
|
2021
Q2 | $360K | Buy |
260
+1
| +0.4% | +$1.39K | 0.09% | 173 |
|
|
2021
Q1 | $299K | Buy |
259
+73
| +39% | +$84.3K | 0.09% | 194 |
|
|
2020
Q4 | $212K | Buy |
+186
| New | +$212K | 0.07% | 205 |
|
|
2019
Q3 | – | Sell |
-206
| Closed | -$173K | – | 482 |
|
|
2019
Q2 | $173K | Sell |
206
-6
| -3% | -$5.04K | 0.08% | 187 |
|
|
2019
Q1 | $153K | Sell |
212
-3
| -1% | -$2.17K | 0.07% | 204 |
|
|
2018
Q4 | $122K | Sell |
215
-5
| -2% | -$2.84K | 0.06% | 220 |
|
|
2018
Q3 | $136K | Sell |
220
-4
| -2% | -$2.47K | 0.06% | 234 |
|
|
2018
Q2 | $130K | Buy |
224
+10
| +5% | +$5.8K | 0.06% | 246 |
|
|
2018
Q1 | $122K | Buy |
214
+12
| +6% | +$6.84K | 0.06% | 262 |
|
|
2017
Q4 | $128K | Hold |
202
| – | – | 0.06% | 236 |
|
|
2017
Q3 | $126K | Sell |
202
-16
| -7% | -$9.98K | 0.07% | 230 |
|
|
2017
Q2 | $128K | Sell |
218
-4
| -2% | -$2.35K | 0.07% | 224 |
|
|
2017
Q1 | $115K | Buy |
222
+22
| +11% | +$11.4K | 0.06% | 236 |
|
|
2016
Q4 | $84K | Buy |
+200
| New | +$84K | 0.05% | 264 |
|