Berman Capital Advisors’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $232K | Buy |
656
+176
| +37% | +$62.2K | 0.04% | 239 |
|
|
2021
Q2 | $173K | Buy |
480
+40
| +9% | +$14.4K | 0.03% | 262 |
|
|
2021
Q1 | $131K | Buy |
440
+130
| +42% | +$38.7K | 0.03% | 251 |
|
|
2020
Q4 | $90K | Buy |
310
+13
| +4% | +$3.77K | 0.02% | 269 |
|
|
2020
Q3 | $86K | Sell |
297
-2
| -0.7% | -$579 | 0.02% | 247 |
|
|
2020
Q2 | $81K | Buy |
299
+15
| +5% | +$4.06K | 0.02% | 249 |
|
|
2020
Q1 | $58K | Buy |
284
+52
| +22% | +$10.6K | 0.02% | 268 |
|
|
2019
Q4 | $55K | Sell |
232
-4
| -2% | -$948 | 0.02% | 309 |
|
|
2019
Q3 | $48K | Sell |
236
-11
| -4% | -$2.24K | 0.02% | 313 |
|
|
2019
Q2 | $48K | Buy |
247
+63
| +34% | +$12.2K | 0.02% | 310 |
|
|
2019
Q1 | $33K | Buy |
184
+45
| +32% | +$8.07K | 0.01% | 349 |
|
|
2018
Q4 | $19K | Buy |
+139
| New | +$19K | 0.01% | 393 |
|