Bogart Wealth LLC’s Moody's MCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.1K | Buy |
56
+1
| +2% | +$502 | ﹤0.01% | 558 |
|
|
2025
Q1 | $25.6K | Sell |
55
-3
| -5% | -$1.4K | ﹤0.01% | 527 |
|
|
2024
Q4 | $27.5K | Buy |
58
+4
| +7% | +$1.89K | ﹤0.01% | 510 |
|
|
2024
Q3 | $25.6K | Hold |
54
| – | – | ﹤0.01% | 516 |
|
|
2024
Q2 | $22.7K | Hold |
54
| – | – | ﹤0.01% | 514 |
|
|
2024
Q1 | $21.2K | Hold |
54
| – | – | ﹤0.01% | 505 |
|
|
2023
Q4 | $21.1K | Buy |
54
+42
| +350% | +$16.4K | ﹤0.01% | 498 |
|
|
2023
Q3 | $3.79K | Hold |
12
| – | – | ﹤0.01% | 785 |
|
|
2023
Q2 | $4.17K | Hold |
12
| – | – | ﹤0.01% | 755 |
|
|
2023
Q1 | $3.67K | Buy |
+12
| New | +$3.67K | ﹤0.01% | 790 |
|