Accel Wealth Management’s Moelis & Co MC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-56
Closed -$3K 916
2021
Q1
$3K Buy
56
+1
+2% +$54 ﹤0.01% 807
2020
Q4
$3K Buy
+55
New +$3K ﹤0.01% 760