Baker Avenue Asset Management’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,903
| Closed | -$2.32M | – | 378 |
|
|
2024
Q1 | $2.32M | Sell |
5,903
-25
| -0.4% | -$9.83K | 0.09% | 156 |
|
|
2023
Q4 | $2.32M | Sell |
5,928
-37
| -0.6% | -$14.5K | 0.1% | 144 |
|
|
2023
Q3 | $1.89M | Buy |
5,965
+85
| +1% | +$26.9K | 0.09% | 154 |
|
|
2023
Q2 | $2.04M | Buy |
5,880
+1,723
| +41% | +$599K | 0.1% | 133 |
|
|
2023
Q1 | $1.27M | Buy |
4,157
+3
| +0.1% | +$918 | 0.07% | 163 |
|
|
2022
Q4 | $1.16M | Sell |
4,154
-15
| -0.4% | -$4.18K | 0.07% | 163 |
|
|
2022
Q3 | $1.01M | Sell |
4,169
-11
| -0.3% | -$2.67K | 0.06% | 153 |
|
|
2022
Q2 | $1.14M | Buy |
+4,180
| New | +$1.14M | 0.08% | 142 |
|
|
2022
Q1 | – | Sell |
-1,619
| Closed | -$632K | – | 312 |
|
|
2021
Q4 | $632K | Buy |
+1,619
| New | +$632K | 0.03% | 202 |
|