Belpointe 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
Q2 | – | Sell |
-1,727
| Closed | -$66.4K | – | 2194 |
|
|
2023
Q1 | $66.4K | Sell |
1,727
-73
| -4% | -$2.81K | ﹤0.01% | 1549 |
|
|
2022
Q4 | $69.1K | Buy |
+1,800
| New | +$69.1K | ﹤0.01% | 1445 |
|
|
2022
Q2 | – | Sell |
-4,389
| Closed | -$207K | – | 1211 |
|
|
2022
Q1 | $207K | Buy |
4,389
+66
| +2% | +$3.11K | 0.01% | 891 |
|
|
2021
Q4 | $271K | Buy |
4,323
+36
| +0.8% | +$2.26K | 0.02% | 756 |
|
|
2021
Q3 | $264K | Buy |
4,287
+817
| +24% | +$50.3K | 0.02% | 744 |
|
|
2021
Q2 | $197K | Buy |
+3,470
| New | +$197K | 0.01% | 842 |
|