Arden Trust’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $357K | Sell |
6,274
-76
| -1% | -$4.32K | 0.05% | 165 |
|
|
2024
Q1 | $360K | Buy |
6,350
+10
| +0.2% | +$568 | 0.05% | 177 |
|
|
2023
Q4 | $356K | Buy |
6,340
+486
| +8% | +$27.3K | 0.05% | 178 |
|
|
2023
Q3 | $264K | Buy |
5,854
+428
| +8% | +$19.3K | 0.04% | 207 |
|
|
2023
Q2 | $246K | Buy |
+5,426
| New | +$246K | 0.04% | 216 |
|