Better Money Decisions’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-207
| Closed | -$8K | – | 274 |
|
|
2022
Q2 | $8K | Buy |
+207
| New | +$8K | 0.01% | 344 |
|
|
2021
Q4 | – | Sell |
-207
| Closed | -$13K | – | 361 |
|
|
2021
Q3 | $13K | Hold |
207
| – | – | 0.01% | 349 |
|
|
2021
Q2 | $12K | Hold |
207
| – | – | 0.01% | 358 |
|
|
2021
Q1 | $11K | Buy |
+207
| New | +$11K | 0.01% | 320 |
|