Applied Research Investments’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,997
| Closed | -$543K | – | 23 |
|
|
2022
Q2 | $543K | Sell |
1,997
-615
| -24% | -$167K | 2.4% | 23 |
|
|
2022
Q1 | $881K | Sell |
2,612
-10,006
| -79% | -$3.37M | 2.63% | 19 |
|
|
2021
Q4 | $4.93M | Buy |
12,618
+926
| +8% | +$362K | 1.62% | 24 |
|
|
2021
Q3 | $4.15M | Sell |
11,692
-481
| -4% | -$171K | 1.38% | 25 |
|
|
2021
Q2 | $4.41M | Hold |
12,173
| – | – | 1.58% | 23 |
|
|
2021
Q1 | $3.64M | Buy |
12,173
+582
| +5% | +$174K | 1.33% | 31 |
|
|
2020
Q4 | $3.36M | Buy |
11,591
+2,115
| +22% | +$614K | 1.43% | 29 |
|
|
2020
Q3 | $2.75M | Buy |
9,476
+981
| +12% | +$284K | 1.55% | 24 |
|
|
2020
Q2 | $2.33M | Buy |
+8,495
| New | +$2.33M | 2.04% | 20 |
|