Avior Wealth Management’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-582
| Closed | -$43K | – | 1678 |
|
|
2024
Q4 | $43K | Sell |
582
-222
| -28% | -$16.4K | ﹤0.01% | 1192 |
|
|
2024
Q3 | $55.1K | Sell |
804
-24
| -3% | -$1.64K | ﹤0.01% | 1082 |
|
|
2024
Q2 | $47.1K | Buy |
828
+7
| +0.9% | +$398 | ﹤0.01% | 1107 |
|
|
2024
Q1 | $46.6K | Buy |
+821
| New | +$46.6K | ﹤0.01% | 1266 |
|