Bellevue Group’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,250
| Closed | -$444K | – | 209 |
|
|
2021
Q3 | $444K | Hold |
1,250
| – | – | ﹤0.01% | 168 |
|
|
2021
Q2 | $453K | Hold |
1,250
| – | – | ﹤0.01% | 160 |
|
|
2021
Q1 | $373K | Sell |
1,250
-250
| -17% | -$74.6K | ﹤0.01% | 173 |
|
|
2020
Q4 | $435K | Sell |
1,500
-500
| -25% | -$145K | 0.01% | 205 |
|
|
2020
Q3 | $580K | Hold |
2,000
| – | – | 0.01% | 168 |
|
|
2020
Q2 | $549K | Hold |
2,000
| – | – | 0.01% | 153 |
|
|
2020
Q1 | $423K | Hold |
2,000
| – | – | 0.01% | 172 |
|
|
2019
Q4 | $475K | Hold |
2,000
| – | – | 0.01% | 181 |
|
|
2019
Q3 | $410K | Buy |
2,000
+142
| +8% | +$29.1K | 0.01% | 195 |
|
|
2019
Q2 | $363K | Buy |
+1,858
| New | +$363K | 0.01% | 164 |
|