Affinity Wealth Management’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-610
| Closed | -$213K | – | 118 |
|
|
2021
Q3 | $213K | Hold |
610
| – | – | 0.04% | 112 |
|
|
2021
Q2 | $231K | Sell |
610
-11
| -2% | -$4.17K | 0.05% | 93 |
|
|
2021
Q1 | $202K | Buy |
+621
| New | +$202K | 0.04% | 97 |
|
|
2020
Q1 | – | Sell |
-5,496
| Closed | -$1.31M | – | 82 |
|
|
2019
Q4 | $1.31M | Buy |
5,496
+198
| +4% | +$47K | 0.48% | 38 |
|
|
2019
Q3 | $1.09M | Buy |
5,298
+3
| +0.1% | +$614 | 0.44% | 40 |
|
|
2019
Q2 | $1.03M | Buy |
5,295
+571
| +12% | +$112K | 0.41% | 42 |
|
|
2019
Q1 | $855K | Buy |
+4,724
| New | +$855K | 0.34% | 49 |
|