Berman Capital Advisors’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1K | Buy |
25
+1
| +4% | +$40 | ﹤0.01% | 1905 |
|
|
2021
Q2 | $1K | Sell |
24
-198
| -89% | -$8.25K | ﹤0.01% | 1769 |
|
|
2021
Q1 | $12K | Buy |
222
+199
| +865% | +$10.8K | ﹤0.01% | 963 |
|
|
2020
Q4 | $1K | Buy |
23
+1
| +5% | +$43 | ﹤0.01% | 1554 |
|
|
2020
Q3 | $0 | Hold |
22
| – | – | ﹤0.01% | 1708 |
|
|
2020
Q2 | $0 | Buy |
+22
| New | – | ﹤0.01% | 1744 |
|
|
2020
Q1 | – | Sell |
-24
| Closed | – | – | 1589 |
|
|
2019
Q4 | $0 | Buy |
+24
| New | – | ﹤0.01% | 1512 |
|