BerganKDV Wealth 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 | $2.54K | Hold |
56
| – | – | ﹤0.01% | 670 |
|
|
2023
Q1 | $2.15K | Hold |
56
| – | – | ﹤0.01% | 820 |
|
|
2022
Q4 | $2.15K | Hold |
56
| – | – | ﹤0.01% | 788 |
|
|
2022
Q3 | $2K | Hold |
56
| – | – | ﹤0.01% | 816 |
|
|
2022
Q2 | $2K | Hold |
56
| – | – | ﹤0.01% | 834 |
|
|
2022
Q1 | $3K | Hold |
56
| – | – | ﹤0.01% | 809 |
|
|
2021
Q4 | $4K | Hold |
56
| – | – | ﹤0.01% | 821 |
|
|
2021
Q3 | $3K | Buy |
+56
| New | +$3K | ﹤0.01% | 829 |
|