Altium 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.08M | Buy |
3,956
+701
| +22% | +$191K | 0.08% | 151 |
|
|
2022
Q1 | $1.1M | Buy |
3,255
+354
| +12% | +$119K | 0.07% | 143 |
|
|
2021
Q4 | $1.13M | Buy |
2,901
+181
| +7% | +$70.7K | 0.07% | 140 |
|
|
2021
Q3 | $966K | Buy |
2,720
+33
| +1% | +$11.7K | 0.07% | 141 |
|
|
2021
Q2 | $974K | Buy |
2,687
+18
| +0.7% | +$6.53K | 0.07% | 134 |
|
|
2021
Q1 | $797K | Sell |
2,669
-94
| -3% | -$28.1K | 0.06% | 143 |
|
|
2020
Q4 | $802K | Buy |
2,763
+46
| +2% | +$13.4K | 0.07% | 122 |
|
|
2020
Q3 | $788K | Buy |
2,717
+111
| +4% | +$32.2K | 0.08% | 112 |
|
|
2020
Q2 | $716K | Buy |
2,606
+163
| +7% | +$44.8K | 0.08% | 117 |
|
|
2020
Q1 | $517K | Sell |
2,443
-1,812
| -43% | -$383K | 0.07% | 135 |
|
|
2019
Q4 | $1.01M | Sell |
4,255
-60
| -1% | -$14.2K | 0.12% | 97 |
|
|
2019
Q3 | $884K | Sell |
4,315
-407
| -9% | -$83.4K | 0.12% | 104 |
|
|
2019
Q2 | $922K | Sell |
4,722
-514
| -10% | -$100K | 0.13% | 95 |
|
|
2019
Q1 | $948K | Buy |
5,236
+43
| +0.8% | +$7.79K | 0.15% | 84 |
|
|
2018
Q4 | $727K | Sell |
5,193
-347
| -6% | -$48.6K | 0.14% | 106 |
|
|
2018
Q3 | $926K | Sell |
5,540
-74
| -1% | -$12.4K | 0.18% | 90 |
|
|
2018
Q2 | $958K | Buy |
+5,614
| New | +$958K | 0.26% | 77 |
|