Advisornet Financial’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-99
| Closed | -$5.78K | – | 2304 |
|
|
2025
Q1 | $5.78K | Buy |
+99
| New | +$5.78K | ﹤0.01% | 1558 |
|
|
2024
Q4 | – | Sell |
-4
| Closed | -$274 | – | 2124 |
|
|
2024
Q3 | $274 | Hold |
4
| – | – | ﹤0.01% | 2073 |
|
|
2024
Q2 | $227 | Hold |
4
| – | – | ﹤0.01% | 2011 |
|
|
2024
Q1 | $227 | Sell |
4
-10
| -71% | -$568 | ﹤0.01% | 1964 |
|
|
2023
Q4 | $786 | Buy |
+14
| New | +$786 | ﹤0.01% | 1963 |
|
|
2023
Q2 | – | Sell |
-12
| Closed | -$461 | – | 2439 |
|
|
2023
Q1 | $461 | Buy |
12
+5
| +71% | +$192 | ﹤0.01% | 2087 |
|
|
2022
Q4 | $269 | Buy |
+7
| New | +$269 | ﹤0.01% | 2163 |
|