Benjamin F. Edwards & Company’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $83K | Buy |
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|
2024
Q1 | $47K | Buy |
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|
2023
Q4 | $8K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $23K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $20K | Sell |
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|
2019
Q2 | $35K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1K | Hold |
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|
2018
Q2 | $1K | Hold |
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|
2018
Q1 | $1K | Hold |
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|
2017
Q4 | $1K | Buy |
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