Avestar Capital’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $319K | Sell |
635
-92
| -13% | -$46.1K | 0.02% | 337 |
|
2025
Q1 | $339K | Sell |
727
-66
| -8% | -$30.7K | 0.03% | 306 |
|
2024
Q4 | $375K | Buy |
793
+66
| +9% | +$31.2K | 0.03% | 311 |
|
2024
Q3 | $345K | Buy |
727
+57
| +9% | +$27.1K | 0.04% | 291 |
|
2024
Q2 | $282K | Buy |
670
+58
| +9% | +$24.4K | 0.03% | 314 |
|
2024
Q1 | $241K | Buy |
+612
| New | +$241K | 0.03% | 358 |
|
2022
Q2 | – | Sell |
-5,609
| Closed | -$1.89M | – | 320 |
|
2022
Q1 | $1.89M | Sell |
5,609
-88
| -2% | -$29.7K | 0.3% | 52 |
|
2021
Q4 | $2.23M | Buy |
5,697
+387
| +7% | +$151K | 0.27% | 47 |
|
2021
Q3 | $1.89M | Buy |
5,310
+261
| +5% | +$92.7K | 0.24% | 66 |
|
2021
Q2 | $1.83M | Buy |
5,049
+1,642
| +48% | +$595K | 0.25% | 64 |
|
2021
Q1 | $1.09M | Buy |
3,407
+1,892
| +125% | +$605K | 0.24% | 89 |
|
2020
Q4 | $440K | Buy |
+1,515
| New | +$440K | 0.12% | 150 |
|
2019
Q3 | – | Sell |
-114
| Closed | -$18K | – | 567 |
|
2019
Q2 | $18K | Hold |
114
| – | – | 0.01% | 405 |
|
2019
Q1 | $17K | Sell |
114
-6
| -5% | -$895 | 0.01% | 395 |
|
2018
Q4 | $13K | Buy |
120
+22
| +22% | +$2.38K | 0.01% | 402 |
|
2018
Q3 | $14K | Sell |
98
-56
| -36% | -$8K | 0.01% | 414 |
|
2018
Q2 | $22K | Buy |
154
+2
| +1% | +$286 | 0.01% | 341 |
|
2018
Q1 | $21K | Sell |
152
-5
| -3% | -$691 | 0.01% | 332 |
|
2017
Q4 | $20K | Buy |
+157
| New | +$20K | 0.01% | 345 |
|