Adirondack Retirement Specialists’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.66M | Sell |
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|
2023
Q2 | $6.67M | Sell |
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|
2023
Q1 | $6.58M | Sell |
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|
2022
Q4 | $11.4M | Sell |
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|
2022
Q3 | $11.4M | Sell |
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|
2022
Q2 | $16.5M | Buy |
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|
2022
Q1 | $19.6M | Sell |
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|
2021
Q4 | $14M | Sell |
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|
2021
Q3 | $15.1M | Buy |
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|
2021
Q2 | $16.2M | Buy |
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|
2021
Q1 | $16.2M | Sell |
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|
2020
Q4 | $13.9M | Buy |
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