Baird Financial Group’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,601
| Closed | -$310K | – | 1829 |
|
|
2022
Q1 | $310K | Sell |
6,601
-208
| -3% | -$9.77K | ﹤0.01% | 1605 |
|
|
2021
Q4 | $426K | Buy |
6,809
+152
| +2% | +$9.51K | ﹤0.01% | 1537 |
|
|
2021
Q3 | $411K | Buy |
6,657
+889
| +15% | +$54.9K | ﹤0.01% | 1550 |
|
|
2021
Q2 | $328K | Buy |
+5,768
| New | +$328K | ﹤0.01% | 1557 |
|
|
2018
Q3 | – | Sell |
-7,210
| Closed | -$423K | – | 1345 |
|
|
2018
Q2 | $423K | Buy |
+7,210
| New | +$423K | ﹤0.01% | 1060 |
|