Aperio Group’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $403K | Buy |
8,621
+2,086
| +32% | +$97.5K | ﹤0.01% | 2060 |
|
|
2020
Q3 | $230K | Sell |
6,535
-6,442
| -50% | -$227K | ﹤0.01% | 2183 |
|
|
2020
Q2 | $405K | Sell |
12,977
-2,639
| -17% | -$82.4K | ﹤0.01% | 1876 |
|
|
2020
Q1 | $439K | Buy |
15,616
+7,603
| +95% | +$214K | ﹤0.01% | 1718 |
|
|
2019
Q4 | $256K | Sell |
8,013
-272
| -3% | -$8.69K | ﹤0.01% | 2114 |
|
|
2019
Q3 | $272K | Buy |
8,285
+1,807
| +28% | +$59.3K | ﹤0.01% | 2057 |
|
|
2019
Q2 | $226K | Sell |
6,478
-5,920
| -48% | -$207K | ﹤0.01% | 2134 |
|
|
2019
Q1 | $516K | Buy |
12,398
+3,996
| +48% | +$166K | ﹤0.01% | 1736 |
|
|
2018
Q4 | $289K | Buy |
+8,402
| New | +$289K | ﹤0.01% | 1968 |
|