Baker Avenue Asset Management’s Moelis & Co MC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-27
Closed -$1.22K 1011
2023
Q3
$1.22K Hold
27
﹤0.01% 1228
2023
Q2
$1.22K Hold
27
﹤0.01% 1106
2023
Q1
$1.04K Hold
27
﹤0.01% 1155
2022
Q4
$1.04K Buy
+27
New +$1.04K ﹤0.01% 1082