Annex Advisory Services’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-6,266
| Closed | -$702K | – | 128 |
|
|
2017
Q1 | $702K | Buy |
6,266
+382
| +6% | +$42.8K | 0.17% | 61 |
|
|
2016
Q4 | $555K | Sell |
5,884
-489
| -8% | -$46.1K | 0.13% | 68 |
|
|
2016
Q3 | $690K | Buy |
6,373
+52
| +0.8% | +$5.63K | 0.18% | 51 |
|
|
2016
Q2 | $592K | Sell |
6,321
-157
| -2% | -$14.7K | 0.16% | 58 |
|
|
2016
Q1 | $625K | Buy |
6,478
+332
| +5% | +$32K | 0.18% | 53 |
|
|
2015
Q4 | $617K | Buy |
6,146
+618
| +11% | +$62K | 0.18% | 53 |
|
|
2015
Q3 | $543K | Buy |
5,528
+1,304
| +31% | +$128K | 0.18% | 49 |
|
|
2015
Q2 | $456K | Buy |
4,224
+950
| +29% | +$103K | 0.15% | 54 |
|
|
2015
Q1 | $340K | Buy |
+3,274
| New | +$340K | 0.11% | 66 |
|