BerganKDV Wealth Management’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $123K | Sell |
354
-2
| -0.6% | -$695 | 0.01% | 271 |
|
|
2023
Q1 | $109K | Hold |
356
| – | – | 0.01% | 307 |
|
|
2022
Q4 | $99.2K | Buy |
356
+6
| +2% | +$1.67K | 0.01% | 308 |
|
|
2022
Q3 | $85K | Hold |
350
| – | – | 0.01% | 306 |
|
|
2022
Q2 | $95K | Hold |
350
| – | – | 0.01% | 304 |
|
|
2022
Q1 | $118K | Hold |
350
| – | – | 0.01% | 292 |
|
|
2021
Q4 | $137K | Hold |
350
| – | – | 0.01% | 297 |
|
|
2021
Q3 | $124K | Hold |
350
| – | – | 0.01% | 298 |
|
|
2021
Q2 | $127K | Hold |
350
| – | – | 0.02% | 290 |
|
|
2021
Q1 | $105K | Hold |
350
| – | – | 0.01% | 292 |
|
|
2020
Q4 | $102K | Hold |
350
| – | – | 0.01% | 273 |
|
|
2020
Q3 | $101K | Sell |
350
-66
| -16% | -$19K | 0.02% | 262 |
|
|
2020
Q2 | $114K | Buy |
416
+49
| +13% | +$13.4K | 0.02% | 267 |
|
|
2020
Q1 | $78K | Buy |
367
+350
| +2,059% | +$74.4K | 0.02% | 273 |
|
|
2019
Q4 | $4K | Buy |
+17
| New | +$4K | ﹤0.01% | 665 |
|