Baldwin Wealth Partners’s Moelis & Co MC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-5,210	Closed	-$357K	–	692
2024 Q3	$357K	Buy	5,210 +5,156	+9,548%	+$353K	0.02%	251
2024 Q2	$3.07K	Buy	+54	New	+$3.07K	﹤0.01%	628