Acrospire Investment Management’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,400
| Closed | -$54K | – | 835 |
|
|
2017
Q2 | $54K | Sell |
1,400
-300
| -18% | -$11.6K | 0.05% | 781 |
|
|
2017
Q1 | $65K | Sell |
1,700
-300
| -15% | -$11.5K | 0.05% | 700 |
|
|
2016
Q4 | $68K | Buy |
2,000
+100
| +5% | +$3.4K | 0.03% | 1194 |
|
|
2016
Q3 | $51K | Buy |
1,900
+200
| +12% | +$5.37K | 0.03% | 1061 |
|
|
2016
Q2 | $38K | Sell |
1,700
-300
| -15% | -$6.71K | 0.03% | 1254 |
|
|
2016
Q1 | $56K | Buy |
+2,000
| New | +$56K | 0.04% | 830 |
|