BerganKDV Wealth Management’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $123K | Sell |
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|
2023
Q1 | $109K | Hold |
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|
2022
Q4 | $99.2K | Buy |
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|
2022
Q3 | $85K | Hold |
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|
2022
Q2 | $95K | Hold |
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|
2022
Q1 | $118K | Hold |
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|
2021
Q4 | $137K | Hold |
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|
2021
Q3 | $124K | Hold |
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|
2021
Q2 | $127K | Hold |
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|
2021
Q1 | $105K | Hold |
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|
2020
Q4 | $102K | Hold |
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|
2020
Q3 | $101K | Sell |
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|
2020
Q2 | $114K | Buy |
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|
2020
Q1 | $78K | Buy |
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|
2019
Q4 | $4K | Buy |
|