Benjamin F. Edwards & Company’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $83K | Buy |
1,465
+629
| +75% | +$35.6K | ﹤0.01% | 1167 |
|
|
2024
Q1 | $47K | Buy |
836
+699
| +510% | +$39.3K | ﹤0.01% | 1308 |
|
|
2023
Q4 | $8K | Buy |
+137
| New | +$8K | ﹤0.01% | 1725 |
|
|
2020
Q3 | – | Sell |
-753
| Closed | -$23K | – | 1729 |
|
|
2020
Q2 | $23K | Buy |
+753
| New | +$23K | ﹤0.01% | 1079 |
|
|
2019
Q4 | – | Sell |
-600
| Closed | -$20K | – | 1916 |
|
|
2019
Q3 | $20K | Sell |
600
-394
| -40% | -$13.1K | ﹤0.01% | 1202 |
|
|
2019
Q2 | $35K | Buy |
+994
| New | +$35K | ﹤0.01% | 1004 |
|
|
2018
Q4 | – | Sell |
-25
| Closed | -$1K | – | 1724 |
|
|
2018
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 1543 |
|
|
2018
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 1548 |
|
|
2018
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 1557 |
|
|
2017
Q4 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 1504 |
|