Barrett 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-178
| Closed | -$70K | – | 361 |
|
|
2021
Q4 | $70K | Buy |
178
+18
| +11% | +$7.08K | ﹤0.01% | 348 |
|
|
2021
Q3 | $57K | Hold |
160
| – | – | ﹤0.01% | 300 |
|
|
2021
Q2 | $58K | Hold |
160
| – | – | ﹤0.01% | 294 |
|
|
2021
Q1 | $48K | Hold |
160
| – | – | ﹤0.01% | 305 |
|
|
2020
Q4 | $46K | Hold |
160
| – | – | ﹤0.01% | 276 |
|
|
2020
Q3 | $46K | Hold |
160
| – | – | ﹤0.01% | 254 |
|
|
2020
Q2 | $44K | Buy |
+160
| New | +$44K | ﹤0.01% | 257 |
|