Advisor Group’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $587K | Sell |
18,399
-743
| -4% | -$23.7K | ﹤0.01% | 1552 |
|
|
2019
Q3 | $630K | Sell |
19,142
-1,150
| -6% | -$37.8K | ﹤0.01% | 1444 |
|
|
2019
Q2 | $709K | Buy |
20,292
+17,469
| +619% | +$610K | 0.01% | 1364 |
|
|
2019
Q1 | $118K | Sell |
2,823
-1,606
| -36% | -$67.1K | ﹤0.01% | 2718 |
|
|
2018
Q4 | $152K | Sell |
4,429
-8,101
| -65% | -$278K | ﹤0.01% | 2295 |
|
|
2018
Q3 | $686K | Buy |
12,530
+448
| +4% | +$24.5K | 0.01% | 1239 |
|
|
2018
Q2 | $709K | Sell |
12,082
-2,103
| -15% | -$123K | 0.01% | 1079 |
|
|
2018
Q1 | $721K | Sell |
14,185
-179
| -1% | -$9.1K | 0.01% | 1072 |
|
|
2017
Q4 | $697K | Buy |
14,364
+11,167
| +349% | +$542K | 0.01% | 1111 |
|
|
2017
Q3 | $138K | Buy |
+3,197
| New | +$138K | ﹤0.01% | 2138 |
|